BVEIX – Becker Equity Fund Institutional Investment Strategy | Morningstar

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Strategy

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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BVEFX	Becker Equity Fund Retail Class	No Load	Open			Nov 3, 2003	$29.01M	0.780%	Average	$2,500	−$2.57M
BVEIX	Becker Equity Fund Institutional Class	Institutional	Open			Sep 2, 2011	$76.40M	0.680%	Average	$100,000	−$2.55M

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