BGRWX Barrett Growth Retail Forecast, Technical & Fundamental Analysis

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Eli Lilly & Co (NYSE:LLY), JPMorgan Chase & Co (NYSE:JPM), VISA (NYSE:V), Costco Wholesale Corp (NASDAQ:COST), TJX Companies (NYSE:TJX).

The investment seeks to achieve long-term capital appreciation and to maximize after-tax returns. The fund invests primarily in a diversified portfolio of common stocks of large- and mid-cap U.S. companies, as well as global companies traded on a U.S. exchange, selected by the Adviser. The fund may invest up to 25% of its net assets in foreign securities and will normally make such investments through the purchase of American Depositary Receipts (“ADRs”).

The average market capitalization across the Barrett Growth Retail MF is 1.98T. The market cap for tickers in the group ranges from 155.24B to 5.2T. NVDA holds the highest valuation in this group at 5.2T. The lowest valued company is TJX at 155.24B.

The average weekly volume growth across all stocks in the Barrett Growth Retail MF was 28%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was -61%