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Barrett Growth (BGRWX)

On Nov 24: 9.18 USD  Down 0.01 (0.11%)  
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BARRETT GROWTH FUND Delayed quote dataEdit
Net Asset Value: 9.18
Trade Time: Nov 24
Change: Down 0.01 (0.11%)
Prev Close: 9.18
YTD Return*: 7.62%
Net Assets*: 21.61M
Yield*: 0.02%
* As of 31-Dec-07
Barrett Growth (BGRWX)
3m  6m  1y  2y  5y  max 
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: 2 stars
Total Assets: 21.61M
Category: Large Growth
Total Expense Ratio: 1.25%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 7.62%
5y Avg Return: 11.08%
Rank in Category (ytd): 87
% Rank in Category (ytd): 4.98%
Beta (3y): 0.98
Morningstar Risk Rating: Below average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks to achieve long-term capital appreciation and to maximize after-tax returns. The normally invests in common stocks of high-quality companies that the investment adviser believes have superior growth potential and stocks that can be purchased at reasonable prices. It has a long-term investment outlook. The fund invests primarily in a diversified portfolio of common stocks of large- and mid-sized U.S. companies.
Fund Profile


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