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BVEIX
Mutual Fund ticker: NASDAQ
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NET ASSETS

Becker Value Equity Institutional (BVEIX) Ownership - Who owns Becker Value Equity Institutional?

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

Category: #Large Value

Profile

Category
Large Value
Address
Professionally Managed Portfolios615 EAST MICHIGAN STREETMilwaukee
Phone
N/A
Web
N/A

Details

Group
Domestic Stock Funds
Category
Large Value
Total Expense Ratio
0.68
Min. Initial Investment
100000.00
Fund Existence
almost 14 years
Turnover
20.00
Front Load
N/A
Net Assets
96150680.00
Manager Tenure
N/A

Fundamentals

BVEIX
Net Assets
96.2M
Fund Existence
almost 14 years
Turnover
20.00
Total Expense Ratio
0.68
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
100000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Value
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.94
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
No
Fund Share Class Net Assets
68M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.55
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
53.00
Number of Net Holdings
54.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
31.19%
Gain YTD
7.854
Annual Yield % from dividends
1.15
Returns for 1 year
10.41
Returns for 3 years
10.97
Returns for 5 years
35.14
Returns for 10 years
30.86
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Professionally Managed Portfolios615 EAST MICHIGAN STREETMilwaukee
Phone
N/A
Web
N/A