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Net Asset Value:
11.541-Day Return:
-0.04 (-0.35%)YTD Return
as of 11/20/09:
as of 11/20/09:
24.35%BVEFX
(Becker Value Equity)
Classification: Multi-Cap Value
Objective: Growth
Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
| Growth of $10,000
| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 24.35 | 47.88 | -3.18 | 3.79 | NA |
| Classification | 25.39 | 57.00 | -8.05 | -0.01 | 3.37 |
| Index (S&P 500) | 23.50 | 48.80 | -5.90 | 0.70 | -0.90 |
| % Rank in Class (1-best,100=worst) | 44 | 64 | 9 | 4 | NA |
| Investment Objective: | Growth |
|---|---|
| Net Assets ($Mil) | 82.00 |
| Inception Date: | 11/3/03 |
| Manager Name, Tenure | Team Managed, NA |
| Expense Ratio: | 0.99% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
| Company Name | Symbol | % Net Assets |
|---|---|---|
| Federated Government Obligations Fund;inst | NA | 3.95 |
| Microsoft Corp | MSFT | 2.58 |
| Becton Dickinson & Co | BDX | 2.53 |
| Conocophillips | COP | 2.47 |
| Aetna | AET | 2.43 |
| Bunge Ltd | BG | 2.31 |
| Kroger Co | KR | 2.20 |
| Jpmorgan Chase | JPM | 2.19 |
| Abbott Laboratories | ABT | 2.19 |
| Ppg Industries Inc | PPG | 2.18 |
| % of Total Holdings | 25.03 | |
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