Barrett Opportunity (SAOPX)
* As of 31-Mar-14
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:||15.52%|
|Rank in Category (ytd):||96|
|% Rank in Category (ytd):||7.36%|
|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 also invest without limit in fixed-income securities (including up to 5% of its net assets in fixed-income securities that are high yield, lower quality securities rated by a rating organization below its top four long-term rating categories) or unrated securities determined by the Adviser to be of equivalent quality. The fund is non-diversified. View More