Becker Value Equity Fund Manager Performance Evaluation
| BVEIX Fund | USD 21.69 0.28 1.31% |
The fund shows a Beta (market volatility) of 0.74, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Becker Value's returns are expected to increase less than the market. However, during the bear market, the loss of holding Becker Value is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Becker Value Equity are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Becker Value showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | These Stock Funds Are Crushing the Market. Here Are Their Picks for 2026. - Barrons | 12/18/2025 |
| Expense Ratio Date | 28th of February 2025 | |
| Expense Ratio | 0.6800 |
Becker |
Becker Value Relative Risk vs. Return Landscape
If you would invest 1,882 in Becker Value Equity on November 10, 2025 and sell it today you would earn a total of 287.00 from holding Becker Value Equity or generate 15.25% return on investment over 90 days. Becker Value Equity is currently producing 0.2373% returns and takes up 1.3094% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Becker, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Becker Value Current Valuation
Undervalued
Today
Please note that Becker Value's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Becker Value Equity shows a prevailing Real Value of $23.12 per share. The current price of the fund is $21.69. We determine the value of Becker Value Equity from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Becker Value is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Becker Mutual Fund. However, Becker Value's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 21.69 | Real 23.12 | Hype 21.63 |
The intrinsic value of Becker Value's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Becker Value's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Becker Value Equity helps investors to forecast how Becker mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Becker Value more accurately as focusing exclusively on Becker Value's fundamentals will not take into account other important factors: Becker Value Target Price Odds to finish over Current Price
The tendency of Becker Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 21.69 | 90 days | 21.69 | about 10.1 |
Based on a normal probability distribution, the odds of Becker Value to move above the current price in 90 days from now is about 10.1 (This Becker Value Equity probability density function shows the probability of Becker Mutual Fund to fall within a particular range of prices over 90 days) .
Becker Value Price Density |
| Price |
Predictive Modules for Becker Value
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Becker Value Equity. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Becker Value Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Becker Value is not an exception. The market had few large corrections towards the Becker Value's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Becker Value Equity, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Becker Value within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.16 | |
β | Beta against Dow Jones | 0.74 | |
σ | Overall volatility | 1.16 | |
Ir | Information ratio | 0.11 |
Becker Value Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Becker Value for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Becker Value Equity can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Investor Showcase Aneli Capital from Lithuanian roots to a Baltic and CEE powerhouse - Labs of Latvia | |
| The fund holds 96.63% of its assets under management (AUM) in equities |
Becker Value Fundamentals Growth
Becker Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Becker Value, and Becker Value fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Becker Mutual Fund performance.
| Price To Earning | 16.72 X | ||||
| Price To Book | 1.84 X | ||||
| Price To Sales | 1.10 X | ||||
| Total Asset | 70.66 M | ||||
About Becker Value Performance
Evaluating Becker Value's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Becker Value has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Becker Value has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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 ratios.Things to note about Becker Value Equity performance evaluation
Checking the ongoing alerts about Becker Value for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Becker Value Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Investor Showcase Aneli Capital from Lithuanian roots to a Baltic and CEE powerhouse - Labs of Latvia | |
| The fund holds 96.63% of its assets under management (AUM) in equities |
- Analyzing Becker Value's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Becker Value's stock is overvalued or undervalued compared to its peers.
- Examining Becker Value's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Becker Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Becker Value's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Becker Value's mutual fund. These opinions can provide insight into Becker Value's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Becker Mutual Fund
Becker Value financial ratios help investors to determine whether Becker Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Becker with respect to the benefits of owning Becker Value security.
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