Barrett Mutual Funds List
Here you can find all mutual funds issued by Barrett and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 1.21%
- Avg. 1 Year Return
- 20.88%
- Avg. 5 Year Return
- 11.43%
- Median Risk/Return Score
- 42 / 100
Barrett Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Barrett Growth Fund | Large Cap Growth Equities | Dec 29, 1998 | 1.25% | 0.33% | 13.74% | 11.75% | 10 | ||||||||
| Barrett Opportunity Fund | Large Cap Blend Equities | Feb 28, 1979 | 1.18% | 7.76% | 12.09% | 40.61% | 73 |
Explore top Barrett Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Barrett Mutual funds by Risk/Return Score
The top Barrett Mutual funds by PortfoliosLab Risk/Return Score are SAOPX (73) and BGRWX (10).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Barrett Opportunity Fund | 73 | — | Feb 1979 | |
| Barrett Growth Fund | 10 | — | Dec 1998 |
Best-Performing Barrett Mutual funds Over 5 Years
The top Barrett Mutual funds is SAOPX (13.13%).
Across the lineup, Barrett Mutual funds show an average 1-year return of 20.88% and an average 5-year return of 11.43%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Barrett Opportunity Fund | 13.13% | — | Feb 1979 | |
| Barrett Growth Fund | 9.73% | — | Dec 1998 |
Lowest-Cost Barrett Mutual funds
The top Barrett Mutual funds is SAOPX (1.18%).
With an average expense ratio of 1.21%, Barrett Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Barrett Opportunity Fund | 1.18% | — | Feb 1979 | |
| Barrett Growth Fund | 1.25% | — | Dec 1998 |
Highest-Yield Barrett Mutual funds
The top Barrett Mutual funds is SAOPX (40.61%).
Across the lineup, Barrett Mutual funds show an average dividend yield of 26.18%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Barrett Opportunity Fund | 40.61% | — | Feb 1979 | |
| Barrett Growth Fund | 11.75% | — | Dec 1998 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.