Akre Focus Financials
| AKRSX Fund | USD 74.02 0.51 0.69% |
Akre |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Akre Focus Fund Summary
Akre Focus competes with Osterweis Strategic, Doubleline Low, Doubleline Total, Primecap Odyssey, and Vanguard Dividend. The fund invests primarily in securities of companies listed on U.S. stock exchanges. Investments consist primarily of common stocks of companies of any size market capitalization. It may also invest in preferred stocks, warrants, options, and other equity-like instruments, such as partnership interests, limited liability company interests, business trust shares and rights, REITs, and other securities that are convertible into equity securities. The fund is non-diversified.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US74316P7511 |
| Business Address | Professionally Managed Portfolios |
| Mutual Fund Family | Akre |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 877 862 9556 |
| Currency | USD - US Dollar |
Akre Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Akre Focus's current stock value. Our valuation model uses many indicators to compare Akre Focus value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Akre Focus competition to find correlations between indicators driving Akre Focus's intrinsic value. More Info.Akre Focus Fund is the top fund in year to date return among similar funds. It also is the top fund in one year return among similar funds reporting about 1.56 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Akre Focus' earnings, one of the primary drivers of an investment's value.Akre Focus Fund Systematic Risk
Akre Focus' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Akre Focus volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Akre Focus Fund correlated with the market. If Beta is less than 0 Akre Focus generally moves in the opposite direction as compared to the market. If Akre Focus Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Akre Focus Fund is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Akre Focus is generally in the same direction as the market. If Beta > 1 Akre Focus moves generally in the same direction as, but more than the movement of the benchmark.
Akre Focus November 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Akre Focus help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Akre Focus Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Akre Focus Fund based on widely used predictive technical indicators. In general, we focus on analyzing Akre Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Akre Focus's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7402 | |||
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 3.14 | |||
| Value At Risk | (0.99) | |||
| Potential Upside | 1.3 |
Other Information on Investing in Akre Mutual Fund
Akre Focus financial ratios help investors to determine whether Akre 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 Akre with respect to the benefits of owning Akre Focus security.
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