Barrett Opportunity Fund (SAOPX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SAOPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SAOPX
SAOPX charges 1.18% annually. There are 352 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | SAOPX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | SAOPX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | SAOPX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | SAOPX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | SAOPX vs VSMPX |
Best Risk-Adjusted Alternatives to SAOPX
SAOPX has a PortfoliosLab risk / return rank of 69. There are 85 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | SAOPX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | SAOPX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | SAOPX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | SAOPX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | SAOPX vs GTLOX |
Top Performing SAOPX Alternatives (YTD)
SAOPX is at 8.57% YTD. There are 294 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | SAOPX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | SAOPX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | SAOPX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | SAOPX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | SAOPX vs RESGX |
Lowest Volatility Alternatives to SAOPX
SAOPX has 12.43% 1-year volatility. There are 114 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | SAOPX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | SAOPX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | SAOPX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | SAOPX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | SAOPX vs JEPIX |
Lowest Drawdown Alternatives to SAOPX
SAOPX has a 1-year max drawdown of -7.64%. There are 28 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | SAOPX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | SAOPX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SAOPX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SAOPX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | SAOPX vs QUERX |
Other Mutual Funds from Barrett
The 1 most viewed Barrett mutual funds shown here include BGRWX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Barrett Growth Fund | Large Cap Growth Equities | 9 | -0.54% | — | Dec 1998 | SAOPX vs BGRWX |
Often Compared With SAOPX
Investors most often compare SAOPX with FTZIX, FTRIX, TANDX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare SAOPX with Any Fund or Stock
Compare SAOPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SAOPX with funds that move differently
Barrett Opportunity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SAOPX.
Explore SAOPX Diversifiers