4 / 5 Stars
4 4 5 4 5
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#16 in Large Value
U.S. News evaluated 330 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 18.60 percent over the past year, 11.25 percent over the past three years, and 5.35 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||13.1%|
|3 Years (Annualized)||11.2%|
|5 Years (Annualized)||5.3%|
|10 Years (Annualized)||N/A|
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"). Although it primarily invests in large-cap and mid-cap companies, outstanding small-cap companies will not be excluded because of size if they present opportunities for value.
Fees are Low compared to funds in the same category.
Becker Value Equity Fund has an expense ratio of 0.93 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.