BVEIX Mutual Fund

BVEIX Mutual Fund (Becker Equity Fund Institutional Class) is managed by Becker Capital Management, Inc. with $79.6M in net assets. BVEIX expense ratio is 0.68%, holding 50 positions across sectors including Information Technology, Materials, Consumer Discretionary. Inception date: 2011-09-02.

BVEIX performance shows a YTD return of 13.71%. The 1-year return is 20.22% and the 5-year return is 10.46%. BVEIX dividend yield stands at 8.60%, paid annually.

BVEIX 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 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.