Morningstar

Becker Equity Fund Retail Class BVEFX

Morningstar Medalist Rating
Medalist Rating as of | See Becker Investment Hub
  • NAV / 1-Day Return 23.11  /  +0.39 %
  • Total Assets 105.4M
  • Adj. Expense Ratio
    0.780%
  • Expense Ratio 0.780%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.11%
  • Turnover 31%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:57 AM GMT+0

Morningstar’s Analysis BVEFX

Will BVEFX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BVEFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BVEFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BVEFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Becker Equity Fund Retail holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BVEFX

More BVEFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Technology

Microsoft Corp

4.41 5M
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JPMorgan Chase & Co

4.13 4M
Financial Services

Berkshire Hathaway Inc Class B

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Charles Schwab Corp

3.50 4M
Financial Services

BlackRock Inc

3.18 3M
Financial Services

Johnson & Johnson

3.07 3M
Healthcare

Chubb Ltd

3.04 3M
Financial Services

FirstEnergy Corp

3.01 3M
Utilities

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