SAOPX Mutual Fund (Barrett Opportunity Fund) is managed by Barrett with $23.5M in net assets. SAOPX expense ratio is 0.99%, holding 17 positions across sectors including Unknown. Inception date: 1979-02-28.

SAOPX performance shows a YTD return of 6.39%. The 1-year return is 30.28% and the 5-year return is 7.80%. SAOPX dividend yield stands at 40.77%, paid annually.

SAOPX top holdings include GD (13.4%), GOOG (13.2%), SHEL (13.0%), BK (12.0%), MSFT (8.5%). View all SAOPX holdings, sector breakdown, or dividend history.

SAOPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SAOPX alternatives are available via the screener, along with tax-loss harvesting opportunities.