Barrett Mutual Fund Financials

Understanding current and past Barrett Opportunity Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Barrett Opportunity's financial statements are interrelated, with each one affecting the others. For example, an increase in Barrett Opportunity's assets may result in an increase in income on the income statement. Because of this, it is necessary to analyze all of Barrett Opportunity's financials over time to get the whole picture.
We suggest to use Barrett Opportunity fundamental analysis to find out if markets are presently mispricing the fund. Put another way this technique allows you to double-check available reported financial drivers of Barrett Opportunity as well as the relationship between them. We were able to interpolate data for sixteen available fundamental indicators for Barrett Opportunity, which can be compared to its rivals. Use Barrett Opportunity price to earning, one year return, as well as the relationship between the One Year Return and last dividend paid to make sure your decision on pricing Barrett Opportunity is adequate.

Barrett Fundamentals 

 
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With this module, you can analyze Barrett financials for your investing period. You should be able to track the changes in Barrett Opportunity individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
  Chance Of Financial Distress
Less than 38
Barrett Opportunity has less than 38 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Barrett Opportunity mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in Barrett Opportunity's official financial statements usually reflect Barrett Opportunity's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Barrett Opportunity. For example, before you start analyzing numbers published by Barrett accountants, it's critical to develop an understanding of what Barrett Opportunity's liquidity, profitability, and earnings quality are in the context of the Barrett space in which it operates.
Please note that past performance is not an indicator of the future performance of Barrett Opportunity, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .

Barrett Opportunity Company Summary

The investment seeks to achieve above average long-term capital appreciation current income is a secondary objective. Barrett Opportunity is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNASDAQ Exchange
Business AddressBarrett
Mutual Fund FamilyBarrett
Mutual Fund CategoryLarge Blend
BenchmarkDOW
Phone877 363 6333
CurrencyUSD - US Dollar
You should never invest in Barrett Opportunity without having analyzed its financial statements. Do not rely on someone else's analysis or guesses about the future performance of Barrett Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Barrett Opportunity's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.

Barrett Opportunity Key Financial Ratios

Generally speaking, Barrett Opportunity's financial ratios allow both analysts and investors to convert raw data from Barrett Opportunity's financial statements into concise, actionable information that can be used to evaluate the performance of Barrett Opportunity over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Barrett Opportunity reports annually and quarterly.

Barrett Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Barrett Opportunity's current stock value. Our valuation model uses many indicators to compare Barrett Opportunity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Barrett Opportunity competition to find correlations between indicators driving Barrett Opportunity's intrinsic value. More Info.
Barrett Opportunity is rated top fund in price to sales among similar funds. It is rated top fund in three year return among similar funds reporting about  0.74  of Three Year Return per Price to Sales. The ratio of Price to Sales to Three Year Return for Barrett Opportunity is roughly  1.36 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Barrett Opportunity by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Barrett Opportunity's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Barrett Opportunity's earnings, one of the primary drivers of an investment's value.
Barrett Opportunity is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Blend category is currently estimated at about 121.68 Million. Barrett Opportunity totals roughly 60.84 Million in net asset claiming about 50% of funds under Large Blend category.
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Check out World Market Map. Note that the Barrett Opportunity information on this page should be used as a complementary analysis to other Barrett Opportunity's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.

Other Tools for Barrett Mutual Fund

When running Barrett Opportunity price analysis, check to measure Barrett Opportunity's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Barrett Opportunity is operating at the current time. Most of Barrett Opportunity's value examination focuses on studying past and present price action to predict the probability of Barrett Opportunity's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Barrett Opportunity's price. Additionally, you may evaluate how the addition of Barrett Opportunity to your portfolios can decrease your overall portfolio volatility.
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