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Becker Value Equity Institutional (BVEIX)

18.61 Up 0.17(0.92%) Apr 16
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Prev Close:18.44
YTD Return*:2.35%
Net Assets*:289.61M
Yield*:1.06%

* As of 31-Mar-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for BVEIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
T2.271.11
MSFT2.1811.47
AET2.169.75
DTV2.1312.54
JPM2.114.39

Fund Basics

Morningstar Overall Rating:
Total Assets:289.61M
Category:Large Value
Annual Report Expense Ratio (net):0.68%

Performance & Risk

YTD Return:2.35%
5y Avg Return:21.00%
Rank in Category (ytd):46
% Rank in Category (ytd):3.53%
Beta (3y):1.03
Morningstar Risk Rating:3

Fund Summary

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
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