Notable companies
The most notable companies in this group are Microsoft Corp (null:MSFT), Apple (null:AAPL), Alphabet (null:GOOG), Bank of New York Mellon Corp (null:BK).
Industry description
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.
Market Cap
The average market capitalization across the Barrett Opportunity Retail MF is 818.37B. The market cap for tickers in the group ranges from 7.08B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is MUR at 7.08B.
Volume
The average weekly volume growth across all stocks in the Barrett Opportunity Retail MF was -11%. For the same stocks of the MF, the average monthly volume growth was -28% and the average quarterly volume growth was -47%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 58
P/E Growth Rating: 44
Price Growth Rating: 43
SMR Rating: 38
Profit Risk Rating: 18
Seasonality Score: 67 (-100 ... +100)