BGRWX Mutual Fund
BGRWX Mutual Fund
NAV$29.12
AUM$22M
TER0.99%
Holdings28
BGRWX Mutual Fund
NAV$29.12
Barrett Growth Fund
AUM$22M
TER0.99%
Holdings28
BGRWX Mutual Fund Sector Allocation
BGRWX sector allocation breaks down across Information Technology (32.5%), Financials (14.8%), Health Care (12.4%), Consumer Discretionary (10.7%), Communication Services (8.3%). Across 28 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
BGRWX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
BGRWX geographic allocation shows country exposure. BGRWX overlap calculator reveals how sector exposure compares with other funds.