BVEIX Mutual Fund (Becker Equity Fund Institutional Class) is managed by Becker Capital Management, Inc. with $76.5M in net assets. BVEIX expense ratio is 0.68%, holding 50 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2011-09-02.

BVEIX performance shows a YTD return of 12.11%. The 1-year return is 16.26% and the 5-year return is 7.71%. BVEIX dividend yield stands at 8.92%, paid annually.

BVEIX top holdings include Alphabet Inc Common Stock USD 0.001 (4.0%), Jpmorgan Chase (3.8%), Berkshire Hathaway Inc Brk/B Us Equity (3.7%), Charles Schwab Corp. (3.7%), Blackrock Inc (3.5%). View all BVEIX holdings, sector breakdown, or dividend history.

BVEIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BVEIX alternatives are available via the screener, along with tax-loss harvesting opportunities.