Becker Value Equity Institutional (BVEIX)
* As of 30-Apr-16
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.68%|
Performance & Risk
|5y Avg Return:||9.34%|
|Rank in Category (ytd):||25|
|% Rank in Category (ytd):||1.71%|
|Morningstar Risk Rating:||3|
The investment seeks long-term capital appreciation.
The fund employs a value strategy and invests primarily in common and preferred stocks whose market prices do not reflect their true values, as determined by the Advisor. The Advisor utilizes a bottom-up approach to stock selection, focusing on company fundamentals. The Advisor typically invests in companies with sound fundamentals that the Advisor believes are selling at discounted valuations and have low price-to-earnings ("P/E") ratios. View More