BVEFX Mutual Fund (Becker Equity Fund Retail Class) is managed by Becker Capital Management, Inc. with $29.4M in net assets. BVEFX expense ratio is 0.78%, holding 50 positions across sectors including Unknown, Consumer Discretionary, Information Technology. Inception date: 2003-11-03.

BVEFX performance shows a YTD return of 9.54%. The 1-year return is 16.22% and the 5-year return is 7.60%. BVEFX dividend yield stands at 8.88%, paid annually.

BVEFX top holdings include Berkshire Hathaway, Inc. (3.5%), Amazon.Com Inc (3.0%), Chubb Ltd. (2.9%), Autozone Inc Snr S* Ice (2.0%), Apple Inc (1.7%). View all BVEFX holdings, sector breakdown, or dividend history.

BVEFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BVEFX alternatives are available via the screener, along with tax-loss harvesting opportunities.