SAOPX Mutual Fund (Barrett Opportunity Fund) is managed by Barrett with $22.2M in net assets. SAOPX expense ratio is 0.99%, holding 19 positions across sectors including Financials, Information Technology, Energy. Inception date: 1979-02-28.

SAOPX performance shows data across multiple time periods. The 1-year return is 11.75% and the 5-year return is 9.53%. SAOPX dividend yield stands at 44.90%, paid annually.

SAOPX top holdings include General Dynamics Corp. (13.8%), Bank Of New York Mellon Corp (11.7%), Alphabet Inc. C (10.9%), Jefferies Financial Group Inc. (10.9%), Microsoft Corp (10.5%). 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.