BVEFX Mutual Fund

BVEFX Mutual Fund (Becker Equity Fund Retail Class) is managed by Becker Capital Management, Inc. with $29.9M in net assets. BVEFX expense ratio is 0.78%, holding 50 positions across sectors including Information Technology, Materials, Consumer Discretionary. Inception date: 2003-11-03.

BVEFX performance shows a YTD return of 13.63%. The 1-year return is 20.04% and the 5-year return is 10.35%. BVEFX dividend yield stands at 8.42%, paid annually.

BVEFX top holdings include Berkshire Hathaway, Inc. (3.5%), Amazon.Com Inc (3.0%), Chubb Ltd. (2.9%), Air Products & Chemicals Inc. (2.1%), Autozone Inc Snr S* Ice (2.0%). Go to all BVEFX holdings, BVEFX sectors, or BVEFX dividends.

BVEFX can be compared against other funds. Use BVEFX overlap to find shared positions, or BVEFX vs another fund for a side-by-side view. BVEFX alternatives are available via the screener, along with tax-loss harvesting opportunities.