BVEFX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Becker Value Equity Retail (BVEFX) Ownership - Who owns Becker Value Equity Retail?

The investment seeks long-term capital appreciation... Show more

Category: #Large Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

BVEFX

Net Assets

87.4M

Fund Existence

over 21 years

Turnover

20.00

Total Expense Ratio

0.78

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2500

Min. Initial Investment IRA

N/A

Morningstar Category

Large Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.04

Assets in Top Ten Holdings

28.4M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

26M

Fund Type

OpenEnd

Index Fund

Management Fee

0.55

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

48.00

Number of Net Holdings

49.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

31.68%

Gain YTD

-5.595

Annual Yield % from dividends

1.21

Returns for 1 year

-1.71

Returns for 3 years

-9.70

Returns for 5 years

30.24

Returns for 10 years

9.56

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Category LargeValue

Profile

Fundamentals

Details