Becker Value Equity Retail (BVEFX)
* As of 30-Jun-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.93%|
Performance & Risk
|5y Avg Return:||18.02%|
|Rank in Category (ytd):||71|
|% Rank in Category (ytd):||5.52%|
|Morningstar Risk Rating:||2|
The investment seeks long-term capital appreciation.
Under normal circumstances, the fund invests at least 80% of its assets (plus any borrowings for investment purposes) in equity securities. Equity securities in which the fund may invest include common stock and common stock equivalents (such as rights, warrants and convertible securities), exchange-traded funds ("ETFs") that invest primarily in equity securities, preferred stock, and equity real estate investment trusts ("REITs"). View More