• FirefoxUpgrade to the new Firefox »
  •  Dow Up 0.15% Nasdaq Up 0.36%

    Becker Value Equity Institutional (BVEIX)

    18.96 Down 1.42(6.97%) Dec 19
    Prev Close:20.38
    YTD Return*:11.35%
    Net Assets*:357.44M
    Yield*:0.98%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for BVEIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MSFT2.5732.61
    ADM2.4725.05
    PFE2.406.46
    JPM2.407.11
    AET2.3830.11

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:357.44M
    Category:Large Value
    Annual Report Expense Ratio (net):0.68%

    Performance & Risk

    YTD Return:11.35%
    5y Avg Return:14.86%
    Rank in Category (ytd):36
    % Rank in Category (ytd):2.79%
    Beta (3y):0.99
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback