BVEIX Mutual Fund
BVEIX Mutual Fund
Becker Equity Fund Institutional Class
BVEIX Mutual Fund Overview
BVEIX Mutual Fund (Becker Equity Fund Institutional Class) is managed by Becker Capital Management, Inc. with $77.1M in net assets. BVEIX expense ratio is 0.68%, holding 50 positions across sectors including Unknown, Consumer Discretionary, Information Technology. Inception date: 2011-09-02.
BVEIX performance shows a YTD return of 9.56%. The 1-year return is 16.26% and the 5-year return is 7.71%. BVEIX dividend yield stands at 8.92%, paid annually.
BVEIX 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 BVEIX holdings, sector breakdown, or dividend history.
BVEIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BVEIX alternatives are available via the screener, along with tax-loss harvesting opportunities.