Skip to Content

Becker Value Equity Retail BVEFX

Quantitative rating as of
NAV / 1-Day Return
18.49  /  0.74 %
Total Assets
96.2 Mil
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
1.23%
Turnover
28%

Morningstar’s Analysis BVEFX

Will BVEFX outperform in future?

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

Summary

|

A strong management team and sound investment process underpin Becker Value Equity Retail's Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Unlock our full analysis with Morningstar Investor