Barrett Opportunity (SAOPX)
36.57 0.58(1.61%) Dec 6
* As of 30-Nov-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for SAOPX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.19%|
Performance & Risk
|5y Avg Return:||12.19%|
|Rank in Category (ytd):||91|
|% Rank in Category (ytd):||7.56%|
|Morningstar Risk Rating:||4|
The investment seeks to achieve above average long-term capital appreciation; current income is a secondary objective.
The fund invests primarily in common stocks and securities convertible into or exchangeable for common stock such as convertible preferred stock or convertible debt securities. It may invest without limit in securities of issuers located in the United States, as well as other securities that are publicly traded in the United States, including sponsored American Depositary Receipts. The fund may also invest up to 5% of its net assets in foreign securities that are not publicly traded in the United States. It is non-diversified. View More