B
Barrett Opportunity Fund Retail Class SAOPX
NASDAQ
Recommendation
NAV
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Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Rating
Reward
Risk
Fund Information
Fund Type
Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
25
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
Systematic Withdrawal Plan, Automatic Investment Plan, Phone Exchange, Wire Redemption, Retirement Investment
Performance
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Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
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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
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1-Month High
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52-Week Low
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Beta / Standard Deviation
Beta
Standard Deviation
Company Information
Provider
Segall Bryant & Hamill
Manager/Tenure
(Years)
E. Wells Beck (14), Amy Kong (3)
Address
Segall Bryant & Hamill
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.
Weiss Ratings