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Barrett Opportunity (SAOPX)

On Nov 24: 33.73 USD  Down 0.04 (0.12%)  
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BARRETT OPPORTUNITY FUND, INC. Delayed quote dataEdit
Net Asset Value: 33.73
Trade Time: Nov 24
Change: Down 0.04 (0.12%)
Prev Close: 33.73
YTD Return*: 7.07%
Net Assets*: 138.52M
Yield*: 0.59%
* As of 31-Dec-07
Barrett Opportunity (SAOPX)
3m  6m  1y  2y  5y  max 
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: 4 stars
Total Assets: 138.52M
Category: Large Value
Total Expense Ratio: 1.01%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 7.07%
5y Avg Return: 14.66%
Rank in Category (ytd): 1217
% Rank in Category (ytd): 84.99%
Beta (3y): 0.98
Morningstar Risk Rating: Average
Performance Details - Risk Details

FUND SUMMARY
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 is nondiversified.
Fund Profile


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