4 / 5 Stars
5 5 5 4 4
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#5 in Large Value
U.S. News evaluated 326 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 28.12 percent over the past year, 14.24 percent over the past three years, 21.94 percent over the past five years, and 8.26 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.5%|
|3 Years (Annualized)||14.2%|
|5 Years (Annualized)||21.9%|
|10 Years (Annualized)||8.3%|
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").
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.