Akre Focus Fund Quote
| AKRSX Fund | USD 74.02 0.51 0.69% |
Performance10 of 100
| Odds Of DistressLess than 18
|
Akre Focus is trading at 74.02 as of the 23rd of November 2024; that is 0.69 percent up since the beginning of the trading day. The fund's open price was 73.51. Akre Focus has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Akre Focus Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of August 2024 and ending today, the 23rd of November 2024. Click here to learn more.
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. More on Akre Focus Fund
Moving together with Akre Mutual Fund
Akre Mutual Fund Highlights
| Fund Concentration | Akre Funds, Large Growth Funds, Large Growth, Akre (View all Sectors) |
| Update Date | 30th of September 2024 |
Akre Focus Fund [AKRSX] is traded in USA and was established 23rd of November 2024. Akre Focus is listed under Akre category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Akre family. This fund presently has accumulated 8.14 B in assets under management (AUM) with no minimum investment requirementsAkre Focus Fund is currently producing year-to-date (YTD) return of 19.43%, while the total return for the last 3 years was 5.9%.
Check Akre Focus Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Akre Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Akre Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Akre Focus Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Akre Focus Fund Mutual Fund Constituents
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| AMT | American Tower Corp | Stock | Real Estate | |
| CSGP | CoStar Group | Stock | Industrials | |
| KKR | KKR Co LP | Stock | Financials | |
| KMX | CarMax Inc | Stock | Consumer Discretionary | |
| MA | Mastercard | Stock | Financials | |
| MCO | Moodys | Stock | Financials | |
| MKL | Markel | Stock | Financials |
Akre Focus Fund Risk Profiles
| Mean Deviation | 0.576 | |||
| Semi Deviation | 0.5936 | |||
| Standard Deviation | 0.7276 | |||
| Variance | 0.5293 |
Akre Focus Against Markets
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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