Barrett Growth Fund (BGRWX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.94: the stock has moved about 6% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerBarrett Growth Fund (BGRWX) trades at $28.29. Barrett Growth Fund (BGRWX) is a financial services company specializing in asset management. Sector: Financials.
Price as of · Last analyzed: Mar 16, 2026Analyst Coverage for BGRWX: BGRWX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Barrett Growth Fund (BGRWX) Financial Services Profile
Barrett Growth Fund (BGRWX) is an asset management firm focusing on large- and mid-cap U.S. and global companies traded on U.S. exchanges. The fund seeks high-quality companies with superior growth potential, purchased at reasonable prices, and may allocate up to 25% of its net assets to foreign securities through American Depositary Receipts (ADRs).
What Is the Investment Thesis for BGRWX?
Barrett Growth Fund (BGRWX) presents a focused investment strategy targeting growth through a diversified portfolio of large- and mid-cap U.S. and global companies. The fund's emphasis on high-quality companies with superior growth potential, acquired at reasonable prices, forms the core of its investment thesis. A key value driver is the potential for capital appreciation through strategic stock selection, leveraging the Adviser's expertise in identifying promising growth opportunities. The fund's ability to allocate up to 25% of its net assets to foreign securities via ADRs provides additional diversification and exposure to international markets. However, the fund's relatively small market capitalization of $0.02 billion and beta of 0.94 indicate potential volatility and sensitivity to market fluctuations. The absence of dividend yield may deter income-seeking investors. The success of BGRWX hinges on the Adviser's ability to consistently identify and select high-growth companies at attractive valuations, while effectively managing risk and navigating market dynamics.
Based on FMP financials and quantitative analysis
BGRWX Key Highlights
Invests primarily in common stocks of large- and mid-cap U.S. companies, as well as global companies traded on a U.S. exchange.
- May invest up to 25% of its net assets in foreign securities through American Depositary Receipts (ADRs).
- Focuses on high-quality companies with superior growth potential.
- Emphasizes purchasing stocks at reasonable prices.
- Market Cap of $0.02B suggests a smaller, potentially more volatile fund.
Who Are BGRWX's Competitors?
BGRWX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| CSCVX CornerCap Small-Cap Value Fund | $15.10 | +0.01% | $25.5M | — |
| EMSLX Shelton Emerging Markets Fund | $22.89 | -0.09% | $27.2M | — |
| ICHKX Guinness Atkinson China & Hong Kong Fund | $14.22 | -1.39% | $20.0M | — |
| JMCRX James Micro Cap Fund | $25.31 | +0.72% | $30.3M | — |
| LVAMX LSV U.S. Managed Volatility Fund | $11.21 | +0.63% | $26.7M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are BGRWX's Key Strengths?
Diversified portfolio of U.S. and global companies.
- Focus on high-growth potential stocks.
- Potential for capital appreciation.
- Flexibility to invest in foreign securities through ADRs.
What Are BGRWX's Weaknesses?
Small market capitalization of $0.02B.
- No dividend yield.
- Dependence on Adviser's stock selection expertise.
- Potential volatility due to market fluctuations (Beta: 0.94).
What Are the Key Risks for BGRWX?
Market volatility impacting portfolio performance (Ongoing).
- Economic downturns leading to decreased AUM (Ongoing).
- Increased competition from other asset management firms (Ongoing).
- Regulatory changes affecting investment strategies (Ongoing).
What Are BGRWX's Competitive Advantages?
- Expertise of the Adviser in identifying high-growth companies.
- Established track record in managing equity portfolios.
- Diversified investment approach across various sectors and geographies.
What Does BGRWX Do?
Barrett Growth Fund (BGRWX) is an asset management firm that focuses on delivering growth through investments in a diversified portfolio. The fund's primary strategy involves investing in common stocks of large- and mid-cap U.S. companies, alongside global companies traded on U.S. exchanges. Barrett Growth Fund aims to identify high-quality companies exhibiting superior growth potential, acquiring their stocks at prices deemed reasonable by the Adviser. The fund's investment approach is rooted in the belief that strategic stock selection, emphasizing growth and value, can generate long-term returns for its investors. BGRWX may allocate up to 25% of its net assets to foreign securities, typically through the purchase of American Depositary Receipts (ADRs). This allocation allows the fund to tap into international growth opportunities while maintaining a focus on companies accessible through the U.S. market. The fund's investment decisions are guided by the Adviser's expertise in identifying companies with promising growth prospects and attractive valuations. With a market capitalization of $0.02 billion and a beta of 0.94, Barrett Growth Fund operates within the asset management sector, catering to investors seeking growth-oriented investment strategies.
What Products and Services Does BGRWX Offer?
- Invests in a diversified portfolio of common stocks.
- Focuses on large- and mid-cap U.S. companies.
- Invests in global companies traded on U.S. exchanges.
- Selects companies with superior growth potential.
- Purchases stocks at reasonable prices.
- May invest up to 25% of net assets in foreign securities.
- Utilizes American Depositary Receipts (ADRs) for foreign investments.
How Does BGRWX Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- Focuses on long-term capital appreciation through strategic stock selection.
- Employs an active management approach to identify and invest in high-growth companies.
What Industry Does BGRWX Operate In?
Barrett Growth Fund operates within the asset management industry, a segment characterized by intense competition and evolving investor preferences. The industry is influenced by macroeconomic trends, regulatory changes, and technological advancements, particularly the rise of fintech and digital investment platforms. Competitors such as CSCVX, EMSLX, ICHKX, JMCRX, and LVAMX offer similar investment strategies, focusing on growth and value. BGRWX's ability to differentiate itself through superior stock selection and risk management will be crucial in capturing market share and delivering consistent returns.
Who Are BGRWX's Key Customers?
- Individual investors seeking growth-oriented investment strategies.
- Institutional investors looking for diversified exposure to U.S. and global equities.
- Financial advisors seeking investment solutions for their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 46 |
| 2026-08-31 | 46 |
| 2026-09-08 | 46 |
| 2026-09-16 | 46 |
| 2026-09-24 | 46 |
| 2026-10-04 | 46 |
What changed?
The score has stayed at 46.
Over the same 30 days the stock moved -1.5%.
BGRWX Financials
Bull Case vs Bear Case
Bull Case
- Diversified portfolio of U.S. and global companies.
- Focus on high-growth potential stocks.
- Potential for capital appreciation.
- Flexibility to invest in foreign securities through ADRs.
Bear Case
- Small market capitalization of $0.02B.
- No dividend yield.
- Dependence on Adviser's stock selection expertise.
- Potential volatility due to market fluctuations (Beta: 0.94).
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
BGRWX Latest News
No recent news available for BGRWX.
BGRWX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for BGRWX.
Price Targets
Wall Street price target analysis for BGRWX.
BGRWX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for BGRWX; grades run from A+ (80-100) to F (below 30).
BGRWX Financials Stock FAQ
What does Barrett Growth Fund do?
Barrett Growth Fund (BGRWX) is an asset management firm that invests primarily in a diversified portfolio of common stocks of large- and mid-cap U.S. companies, as well as global companies traded on U.S. exchanges. The fund aims to identify high-quality companies with superior growth potential and purchase their stocks at reasonable prices.
What do analysts say about BGRWX stock?
However, based on available information, the fund's market capitalization is $0.02 billion, and its beta is 0.94. The fund does not offer a dividend yield.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Competitor information is based on FMP peer tickers, and further research may be needed to fully assess their competitive positioning.