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Becker Value Equity Fund (BVEFX) Celebrates Anniversary With 5-Star Morningstar Rating

 
 

Five Year Record Puts BVEFX in the Top 3% of All Domestic Large Cap Value Funds

PORTLAND, Ore., Nov. 12 /PRNewswire/ -- This month marks the 6th anniversary of Becker Capital Management's Becker Value Equity Fund (BVEFX). Clients of the Portland, OR based money manager have reason to celebrate as the Fund was recently awarded a Five-Star rating from Morningstar, Inc. Over the past five years the Fund has outperformed 97% of the 934 large cap value funds tracked by Morningstar.

The Fund utilizes bottom-up fundamental analysis to identify companies trading at attractive valuations. Becker Capital's analysts conduct hundreds of interviews each year with company management, often face-to-face, to identify high quality, out of favor stocks with stable to improving fundamentals.

By focusing on undervalued stocks and resisting the urge to trade in and out of the market based on short term fluctuations, the Fund has weathered the past 18 months well ahead of its peers. According to lead portfolio manager Bob Schaeffer, "Our team is focused on companies with strong market positions, positive cash flow and low debt that are trading at reasonable prices. This has kept us out of a lot of trouble and has the Fund positioned well for the future."

Becker Capital is an independent, employee-owned firm that manages over $1.9 billion for individuals and institutions across the country. The firm prides itself on being a career destination for seasoned investment professionals and has seen no turnover on the equity team since its inception in 1976.

www.beckercap.com

The Fund's investment objectives, risks, charges and expenses must be considered carefully before investing; The prospectus contains this and other information about the investment company and may be obtained by calling 1-800-551-3998. The prospectus should be read carefully before investing. The Becker Value Funds are distributed by Unified Financial Securities, Inc., 2960 N. Meridian St., Suite 300, Indianapolis, Indiana 46208-4715

As of 10/31/09, The Becker Value Equity Fund experienced negative returns for the three year period. For an updated record of performance call us at 1-800-551-3998 or visit us at www.beckercap.com

Morningstar Disclosure: For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating(TM)( )based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating(TM) for a fund is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. The Fund had the following rating for the 3-year period, five star out of 1,148 Large Cap Value Funds and five star for the 5-year period out of 928 Large Cap Value Funds. Based on the fund's inception date there is no 10 year rating.

SOURCE Becker Capital Management

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