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SAOPX Barrett Opportunity Retail Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), Bank of New York Mellon Corp (NYSE: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 818.05B. 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 33%. For the same stocks of the MF, the average monthly volume growth was 55% and the average quarterly volume growth was 32%

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: 45
SMR Rating: 37
Profit Risk Rating: 17
Seasonality Score: 14 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Barrett125 Broad Street, 10th FloorNew York
Phone
N/A
Web
www.barrettasset.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FMEUX24.720.01
+0.04%
Franklin Mutual International Value R6
JMVRX42.37-0.09
-0.21%
JPMorgan Mid Cap Value R5
FFANX13.09-0.07
-0.53%
Fidelity Asset Manager 40%
BWLAX27.35-0.18
-0.65%
American Beacon Man Lg Cp Value A
FQUAX21.30-0.18
-0.84%
AMG River Road Large Cap Value Select N

SAOPX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SAOPX has been loosely correlated with FXAIX. These tickers have moved in lockstep 36% of the time. This A.I.-generated data suggests there is some statistical probability that if SAOPX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SAOPX
1D Price
Change %
SAOPX100%
-0.98%
FXAIX - SAOPX
36%
Loosely correlated
-1.31%
VFIAX - SAOPX
35%
Loosely correlated
-1.31%
VFINX - SAOPX
34%
Loosely correlated
-1.31%
VSTSX - SAOPX
32%
Poorly correlated
-1.31%
VSMPX - SAOPX
31%
Poorly correlated
-1.30%
More