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 357 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 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | BGRWX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BGRWX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | BGRWX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | BGRWX vs VIGAX |
Best Risk-Adjusted Alternatives to BGRWX
BGRWX has a PortfoliosLab risk / return rank of 11. There are 305 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | BGRWX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | BGRWX vs ONERX | |
| Chase Growth Fund | 88 | — | Dec 1997 | BGRWX vs CHASX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | BGRWX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 87 | — | May 2008 | BGRWX vs FOCKX |
Top Performing BGRWX Alternatives (YTD)
BGRWX is at 0.43% YTD. There are 382 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | BGRWX vs ONERX | |
| ICON Equity Fund | 28.11% | — | Oct 2002 | BGRWX vs IOLZX | |
| Chase Growth Fund | 26.96% | — | Dec 1997 | BGRWX vs CHASX | |
| Chase Growth Fund Institutional Class | 26.92% | — | Jan 2007 | BGRWX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 26.17% | — | May 2008 | BGRWX vs FOCKX |
Lowest Volatility Alternatives to BGRWX
BGRWX has 12.29% 1-year volatility. There are 11 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.83% | — | Sep 2019 | BGRWX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.74% | — | Jan 2005 | BGRWX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.13% | — | Dec 2015 | BGRWX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | BGRWX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | BGRWX vs GQEPX |
Lowest Drawdown Alternatives to BGRWX
BGRWX has a 1-year max drawdown of -14.80%. There are 206 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 | 78 | 11.35% | — | Feb 1979 | BGRWX vs SAOPX |
Often Compared With BGRWX
Investors most often compare BGRWX with FXAIX, VFIFX, USAAX. These 20 comparison targets span 6 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