Becker Equity FundBVEFX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$103.6M
Expense ratio
0.78%
1-year return
+22.0%
3 years, a year
+14.5%
5 years, a year
+9.8%
Holdings
50
What it aims to do.
The investment objective of the Becker Equity Fund (the Fund) is long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| First American Treasury Obliga | 5.37% |
| GOOGL Alphabet Inc | 4.46% |
| JPM JPMorgan Chase & Co | 3.82% |
| BRK-B Berkshire Hathaway Inc | 3.55% |
| BLK Blackrock Inc | 3.23% |
| SCHW Charles Schwab Corp/The | 3.16% |
| FE FirstEnergy Corp | 3.07% |
| AMZN Amazon.com Inc | 3.05% |
| SO Southern Co/The | 3.02% |
| Chubb Ltd | 2.94% |
More on BVEFX.
- BVEFX overview
- BVEFX holdings
- BVEFX risk
- BVEFX costs
- BVEFX money in and out
- BVEFX share classes
- Compare BVEFX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.