Barrett Opportunity Fund Retail Class
SAOPX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
1-Month Low
--
1-Month High
--
52-Week Low
-- - --
52-Week High
-- - --
NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
Segall Bryant & Hamill
Manager/Tenure
(Years)
(Years)
E. Wells Beck (14), Amy Kong (3)
Website
Address
Segall Bryant & Hamill
Chicago IL - 60606-2551
Chicago IL - 60606-2551
Country
United States
Phone Number
312-474-1222
Investment Strategy
The investment seeks to achieve above average long-term capital appreciation; current income is a secondary objective. The fund invests primarily in common stocks. The Adviser evaluates companies of all sizes, the Advisor intends to invest primarily in companies with medium market capitalizations and large market capitalizations. The fund is non-diversified.
