Becker Value Equity Fund

Scorecard
4 / 5 Stars
Lipper
---
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
---

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.

See all Becker funds

See full Large Value rankings

See more fund rankings

Performance

The fund has returned 26.32 percent over the past year, 16.76 percent over the past three years, 18.16 percent over the past five years, and 8.67 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 6.4%
1 Year 26.3%
3 Years (Annualized) 16.8%
5 Years (Annualized) 18.2%
10 Years (Annualized) 8.7%

See more BVEIX performance

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").

Fees

Fees are Low compared to funds in the same category.
Becker Value Equity Fund has an expense ratio of 0.68 percent.

See more BVEIX fees

Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

See more BVEIX risk

See Also:

Top Becker Funds