Becker Value Equity
2960 N. Meridian Street, Suite 300 Indianapolis, IN, 46208
Map
Phone: 800-551-3998
| Category: | Large Value | | Fund Family: | Becker | | Net Assets: | 81.43M | | Year-to-Date Return: | 21.12% | | Yield: | 1.08% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Nov-03 |
|
Robert N. Schaeffer
Lead Manager since
03-Nov-03 | | | Schaeffer is a vice president and portfolio manager with Becker Capital Management, Inc. He joined the firm in 1984 from the First Interstate Bank of Oregon, where he headed the Endowment and Charitable Funds Management Group and managed equity portfolios for private and institutional clients. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
|
| |
| The investment seeks long-term capital appreciation. The fund invests at least 80% of assets in equity securities. It may invest up to 20% of net assets in convertible stocks, preferred stocks, money market funds, investment grade short-term money market instruments including U.S. government and agency securities, other fixed income securities, commercial paper, certificates of deposit, repurchase agreements, and other cash equivalents. |
| Last Dividend
(22-Dec-08):
| 0.12 | | Last Cap Gain
(20-Dec-07):
| 0.91 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 67.10% |
|
| Expense | BVEFX | Category
Avg | | Total Expense Ratio: | 1.00%
| 1.27% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 412 | $635 | | 5 Yr Expense Projection*: |
$ 740 | $963 | | 10 Yr Expense Projection*: |
$ 1,670 | $1,849 |
|
|
1.75% Nasdaq 
Profile
