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Logo for Fund Barrett Growth Fund

Barrett Growth Fund (BGRWX)

NASDAQ Currency in USD
$354.00
-$4.70
-1.31%
Last Update: 18 Jul 2026, 04:17
Assets Under Management
Expense Ratio
0.92%
Forward Dividend Yield
$240.70-$448.54
52 Week Range

BGRWX Price Chart

Explore Barrett Growth Fund interactive price chart. Choose custom timeframes to analyze BGRWX price movements and trends.

BGRWX Fund Profile

Key details and information about Barrett Growth Fund (BGRWX).

Sector Focus

Financial Services

Industry

Asset Management

Inception Date

29 Dec 1998

Country

US

Description

This fund primarily dedicates its investments to a varied collection of common shares issued by both large and medium-sized American corporations, as well as international companies whose stocks are listed on a U.S. exchange, all chosen by its Adviser. It seeks out equities from financially robust businesses that the Barrett team identifies as having outstanding potential for growth and being available at appealing valuations. While the fund may allocate up to 25% of its total assets to foreign securities, it typically does so by acquiring American Depositary Receipts (ADRs).

BGRWX Fund Performance

View BGRWX with an interactive analytics dashboard featuring price and candlestick charts, key metrics, holdings breakdowns, and dividend yield history. Open the template in Insights to customize and save it.

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