BVEFX : Becker Value Equity Fund Retail Class

BVEFX is a US Stocks Market Large Value with MODERATE fees.

BVEFX

Becker Value Equity Fund Retail Class

FI Score

40 /100

Expense Ratio Rating

7 /10

Expense Rating

2 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

40% FI Score
  • bvefx
  • Mutual Fund
  • US Stocks
  • Large Value

Becker Value Equity Fund Retail Class

Expenses: 0.78% (Better than 1% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund employs a value strategy and invests primarily in common and preferred stocks whose market prices do not reflect their true values, as determined by the Advisor. The Advisor utilizes a bottom-up approach to stock selection, focusing on company fundamentals. The Advisor typically invests in companies with sound fundamentals that the Advisor believes are selling at discounted valuations and have low price-to-earnings ("P/E") ratios.

Largest Holdings

Amount Holding
3.15% Goldman Sachs Group Inc
3.07% Royal Dutch Shell PLC ADR Class A
2.99% HP Inc
2.98% Allstate Corp
2.76% JPMorgan Chase & Co
2.73% American International Group Inc
2.71% Raytheon Co
2.70% Citigroup Inc
2.69% PNC Financial Services Group Inc
2.69% Danone SA ADR
2.68% AT&T Inc
2.62% Johnson & Johnson
2.40% Berkshire Hathaway Inc B
2.40% Procter & Gamble Co
2.37% The Kroger Co
2.26% Microsoft Corp
2.22% TE Connectivity Ltd
2.21% Gilead Sciences Inc
2.17% FedEx Corp
2.11% Cisco Systems Inc
2.05% Pfizer Inc
1.92% Molson Coors Beverage Co B
1.91% Southwest Airlines Co
1.84% Wells Fargo & Co
1.81% ViacomCBS Inc Class B

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