Barrett Growth
90 Park Avenue 34th Floor New York NY 10016
Map
Phone: 877-363-6333
| Category: | Large Growth | | Fund Family: | Barrett | | Net Assets: | 17.15M | | Year-to-Date Return: | -19.90% | | Yield: | 0.03% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Dec-98 |
|
Robert J. Milnamow
Lead Manager since
26-Jan-04 | | | Milnamow is a managing director with Barrett Associates. Prior to joining the firm in 2003, he was a managing member at Thayer Pond Capital, LLC from 2001 to 2003. He was a research analyst and portfolio manager for Rockefeller & Co. from 1998 to 2001. Previously, Milnamow was a research analyst and portfolio manager for Phoenix Securities Group. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| 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. |
| Last Dividend
(21-Dec-07):
| 0.00 | | Last Cap Gain
(31-May-01):
| 0.07 | | Annual Holdings Turnover
| 93.00% | | Average for Category:
| 98.66% |
|
| Expense | BGRWX | Category
Avg | | Total Expense Ratio: | 1.25%
| 1.35% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$661 | $622 | | 5 Yr Expense Projection*: |
$1,222 | $957 | | 10 Yr Expense Projection*: |
$2,751 | $1,889 |
|
|
0.44% Nasdaq 
1.33%
Profile
