BVEFX Mutual Fund

BVEFX Mutual Fund (Becker Equity Fund Retail Class) is managed by Becker Capital Management, Inc. with $29.3M in net assets. BVEFX expense ratio is 0.78%, holding 50 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2003-11-03.

BVEFX performance shows a YTD return of 11.92%. The 1-year return is 13.41% and the 5-year return is 7.73%. BVEFX dividend yield stands at 1.19%.

BVEFX top holdings include Amazon.Com Inc (6.1%), Apple, Inc (4.6%), Microsoft Corp (4.4%), Jpmorgan Chase (4.1%), Berkshire Hathaway Inc Brk/B Us Equity (3.7%). 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.