Becker Mutual Funds List
Here you can find all mutual funds issued by Becker and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 0.78%
- Avg. 1 Year Return
- 19.51%
- Avg. 5 Year Return
- 9.28%
- Median Risk/Return Score
- 49 / 100
Becker Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Becker Value Equity Fund | Large Cap Value Equities | Nov 3, 2003 | 0.78% | 9.10% | 11.09% | 8.96% | 49 |
Explore top Becker Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Becker Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Becker Value Equity Fund | 49 | — | Nov 2003 |
Best-Performing Becker Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Becker Value Equity Fund | 9.28% | — | Nov 2003 |
Lowest-Cost Becker Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Becker Value Equity Fund | 0.78% | — | Nov 2003 |
Highest-Yield Becker Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Becker Value Equity Fund | 8.96% | — | Nov 2003 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.