Barrett Growth Fund

Investment Objective

The Fund seeks to achieve long-term capital appreciation and to maximize after-tax returns. The Fund takes a conservative approach to growth stock investing that emphasizes "Growth at a Reasonable Price."

Investment Strategy

The Fund invests primarily in a diversified portfolio of common stocks of large and mid-sized U.S. companies. The investment adviser performs comprehensive, independent research in order to identify those companies with the following characteristics: superior management, high profit margins, strong prospects for growth in unit sales and market share, proven products and sound balance sheets.

Investment Risk

The Fund may invest in foreign securities. Foreign securities involve special risks not ordinarily associated with U.S. securities, such as currency fluctuations, and changes in political and economic conditions. The Fund may use derivatives, such as options and futures, which can be illiquid, may disproportionately increase losses, and have a potentially large impact on fund performance. The fund may use leverage, which may adversely effect performance.

Investment Management

Managed by Barrett Asset Management, LLC.

  • Barrett Asset Management, LLC, the Fund's investment advisor, invests client assets in stocks of high-quality growth companies at reasonable prices.
  • The Fund is managed on a day-to-day basis by Robert J. Milnamow and E. Wells Beck, CFA.

Symbols

CLASS   SYMBOL   CUSIP
N/A   BGRWX   06846P109

 

There is no guarantee that the Fund's objective will be met.

INVESTMENT PRODUCTS: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

Diversification does not assure a profit or protect against loss in a declining market.

Different minimums may apply to clients of certain service agents. See the Fund's prospectus for additional information.

All investments involve risk, including possible loss of principal.

Investors should consider a fund's investment objectives, risks, charges and expenses carefully before investing. To obtain a free prospectus, please click on the prospectus link above or call us for a hard-copy version at (877) 363-6333. Read the prospectus carefully before investing.

Barrett Assett Management, LLC. is the advisor to the Barrett Growth Fund which is distributed by Quasar Distributors, LLC.

The Fund is offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of the Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.