About SAOPX
The Barrett Opportunity Fund Retail Class is a mutual fund focused on achieving above-average long-term capital appreciation, with current income as a secondary goal. Structured as a large blend fund, it primarily invests in common stocks across a range of industries, with an emphasis on companies of medium and larger capitalizations. The fund’s portfolio often includes well-known firms from sectors such as technology, energy, financial services, industrials, and consumer cyclical, aiming for broad exposure to the U.S. equity market. Its investment style blends both growth and value strategies, allowing flexibility in stock selection and market positioning. The Barrett Opportunity Fund Retail Class is recognized for its concentrated holdings, with a significant portion of assets allocated to its top selections, which can result in heightened exposure to individual company and sector performance. Managed with an active approach, the fund also carries above-average fees relative to peers, reflecting its specialized investment process. Overall, this fund plays a role in providing diversified equity exposure within the large blend mutual fund category while seeking superior capital growth over time.
Fund Family Segall Bryant & Hamill
Category Large Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol SAOPX
Share Class Retail Class
Index S&P 500 TR
SAOPX had a total return of 21.36% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.81%.
