
The fund aims to generate a robust long-term total return on its capital, primarily by seeking appreciation in its holdings' value, complemented by some income. It strategically allocates capital across a diverse collection of shares issued by substantial corporations, provided their securities are traded on the New York Stock Exchange, NYSE American, or NASDAQ. During standard market environments, a minimum of 80% of the fund's net assets (including any leverage utilized for investment) will be committed to equities categorized as large-capitalization value at the moment of acquisition.
Is BRLVX's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
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