Barrett Growth Fund (BGRWX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BGRWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BGRWX
BGRWX charges 1.25% annually. There are 358 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | BGRWX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BGRWX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | BGRWX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | BGRWX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | BGRWX vs TILIX |
Best Risk-Adjusted Alternatives to BGRWX
BGRWX has a PortfoliosLab risk / return rank of 7. There are 354 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 92 | 92.00B | Nov 1984 | BGRWX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | BGRWX vs POGRX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | BGRWX vs CHAIX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 31.20B | Nov 2001 | BGRWX vs VHCAX | |
| Chase Growth Fund | 86 | — | Dec 1997 | BGRWX vs CHASX |
Top Performing BGRWX Alternatives (YTD)
BGRWX is at -3.29% YTD. There are 378 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 58.60%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 58.60% | — | Mar 2020 | BGRWX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.11% | — | Feb 2004 | BGRWX vs RYGRX | |
| ICON Equity Fund | 28.62% | — | Oct 2002 | BGRWX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 28.11% | — | Feb 2017 | BGRWX vs FUMIX | |
| Fidelity Focused Stock Fund | 27.93% | — | Nov 1996 | BGRWX vs FTQGX |
Lowest Volatility Alternatives to BGRWX
BGRWX has 12.29% 1-year volatility. There are 10 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.40% | — | Sep 2019 | BGRWX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.64% | — | Jan 2005 | BGRWX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.83% | — | Dec 2015 | BGRWX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | BGRWX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.47% | — | Jan 1991 | BGRWX vs BLUEX |
Lowest Drawdown Alternatives to BGRWX
BGRWX has a 1-year max drawdown of -14.80%. There are 207 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | BGRWX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | BGRWX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | BGRWX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | BGRWX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | BGRWX vs DNVYX |
Other Mutual Funds from Barrett
The 1 most viewed Barrett mutual funds shown here include SAOPX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Barrett Opportunity Fund | Large Cap Blend Equities | 66 | 5.88% | — | Feb 1979 | BGRWX vs SAOPX |
Often Compared With BGRWX
Investors most often compare BGRWX with FXAIX, VFIFX, USAAX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare BGRWX with Any Fund or Stock
Compare BGRWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BGRWX with funds that move differently
Barrett Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BGRWX.
Explore BGRWX Diversifiers