Barrett Growth Fund (BGRWX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BGRWX
BGRWX charges 1.25% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among BGRWX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | BGRWX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | BGRWX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | BGRWX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | BGRWX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | BGRWX vs TILIX |
Best Risk-Adjusted Alternatives to BGRWX
Among mutual funds in the Large Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| One Rock Fund | 91 | Mar 6, 2020 | BGRWX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | Nov 7, 2013 | BGRWX vs FCGSX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 87 | Aug 17, 1999 | BGRWX vs VTMGX | |
| Adams Diversified Equity Fund, Inc. | 85 | Jan 2, 1990 | BGRWX vs ADX | |
| Baron Partners Fund | 84 | Apr 30, 2003 | BGRWX vs BPTRX |
Top Performing BGRWX Alternatives (YTD)
BGRWX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.54% | Sep 28, 2018 | BGRWX vs GQEPX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 2.46% | Aug 17, 1999 | BGRWX vs VTMGX | |
| ICON Equity Fund | 2.04% | Oct 17, 2002 | BGRWX vs IOLZX | |
| American Growth Fund Series One | 1.60% | Jul 31, 1958 | BGRWX vs AMRGX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | BGRWX vs BBLIX |
Lowest Volatility Alternatives to BGRWX
BGRWX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 11.01% | Jan 10, 1991 | BGRWX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.83% | Dec 29, 2015 | BGRWX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.41% | Sep 28, 2018 | BGRWX vs GQEPX | |
| Guggenheim Directional Allocation Fund | 12.61% | Jun 18, 2012 | BGRWX vs TVRIX | |
| Provident Trust Strategy Fund | 14.60% | Dec 30, 1986 | BGRWX vs PROVX |
Lowest Drawdown Alternatives to BGRWX
BGRWX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | BGRWX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.34% | Sep 28, 2018 | BGRWX vs GQEPX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | BGRWX vs TVRIX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | BGRWX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | BGRWX vs BBLIX |
Other Mutual Funds from Barrett
Most popular Barrett mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Barrett Opportunity Fund | Large Cap Blend Equities | 44 | -2.61% | Feb 28, 1979 | BGRWX vs SAOPX |
Often Compared With BGRWX
What investors most often compare with BGRWX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 60 | -4.34% | Feb 17, 1988 | BGRWX vs FXAIX | |
| Vanguard Target Retirement 2050 Fund | Target Retirement Date, Diversified Portfolio | 78 | -1.43% | Jun 7, 2006 | BGRWX vs VFIFX | |
| USAA Growth Fund | Large Cap Growth Equities | 29 | -10.65% | Apr 5, 1971 | BGRWX vs USAAX |
Compare BGRWX with Any Fund or Stock
Compare BGRWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.