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Morningstar

Becker

Becker Parent Rating

Above Average
Morningstar Manager Research

Becker earns an Above Average Parent Pillar rating because of its ability to stand out in an increasingly competitive industry.

A mark that sets this steward apart is that managers invest significantly alongside fundholders. Almost 100% of the firm’s assets are covered by a$ 1 million investment, in an effort to align portfolio manager and shareholder interests. Becker management has lacked continuity over the past five years, denoted by higher-than-average portfolio manager turnover, which detracts from the firm's stewardship rating.

Becker Investments

Mutual Funds

See All Becker Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

96.88 Mil

Investment Flows (TTM)

−6.04 Mil

Asset Growth Rate (TTM)

−6.68%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
0
2
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Becker Value Equity Institutional53
Becker Value Equity Retail55
View All 5-Star Standouts

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