BVEIX Mutual Fund

BVEIX Mutual Fund (Becker Equity Fund Institutional Class) is managed by Becker Capital Management, Inc. with $76.2M in net assets. BVEIX expense ratio is 0.68%, holding 51 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2011-09-02.

BVEIX performance shows a YTD return of 14.77%. The 1-year return is 16.11% and the 5-year return is 9.80%. BVEIX dividend yield stands at 1.26%, paid annually.

BVEIX 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 BVEIX holdings, BVEIX sectors, or BVEIX dividends.

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