Barrett Opportunity Fund Retail Class (SAOPX) - Large Blend fund with $65.31 Million in assets. The fund allocates 89.73% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Microsoft Corporation at 10.38% of total assets. This is followed by General Dynamics Corporation (13.73%) and Shell plc (9.63%).