Morningstar

Becker Equity Fund Institutional Class BVEIX

Morningstar Medalist Rating
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Medalist Rating as of See Becker Investment Hub
  • NAV / 1-Day Return $24.01  /  +0.38 %
  • Fund Size $106.9M
  • Adjusted Expense Ratio 0.680%
  • Net Expense Ratio 0.680%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 1.21%
  • Turnover Ratio 31%
NAV and 1-Day Return as of

Morningstar’s Analysis BVEIX

Will BVEIX 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 BVEIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BVEIX 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 BVEIX’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 Institutional 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.

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Portfolio Holdings BVEIX

More BVEIX 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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6.07 7M
Consumer Cyclical

Apple Inc

4.62 5M
Technology

Microsoft Corp

4.41 5M
Technology

JPMorgan Chase & Co

4.13 4M
Financial Services

Berkshire Hathaway Inc Class B

3.70 4M
Financial Services

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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