Morningstar

Becker

Becker Parent Rating

Above Average
Morningstar Manager Research

Becker earns an Above Average Parent Pillar rating because of its ability to stand out in an increasingly competitive field.

Manager investment is an area of strength for the firm. Over 100% of the firm's assets are covered by a$ 1 million investment, in an effort to align portfolio manager and shareholder interests. Portfolio manager turnover at Becker has been low over the past five years, building confidence that the firm is working to establish a stable and engaging culture. Looking at the firm's risk-adjusted performance, its fund lineup compares similarly to competitors. Across its open-end and exchange-traded funds, the firm's average overall Morningstar Rating is 3.0 stars.

Becker Investments

Mutual Funds

View All Becker Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

97.64 Mil

Investment Flows (TTM)

−9.21 Mil

Asset Growth Rate (TTM)

−9.98%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
0
2
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Becker Value Equity Institutional46
Becker Value Equity Retail48
View All 5-Star Standouts

Morningstar Mentions

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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