AKREX : Akre Focus Fund Retail Class

AKREX is a US Stocks Market Large Growth with HIGH fees.

AKREX

Akre Focus Fund Retail Class

FI Score

52 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

8 /10

Market Size

9 /10

52% FI Score
  • akrex
  • Mutual Fund
  • US Stocks
  • Large Growth

Akre Focus Fund Retail Class

Expenses: 1.32% (Better than 0% of similar funds)

This is an OK choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. 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 range. 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.

Largest Holdings

Amount Holding
11.10% American Tower Corp
10.66% Mastercard Inc A
10.33% Moody's Corporation
7.55% Visa Inc Class A
5.02% CarMax Inc
4.88% O'Reilly Automotive Inc
4.79% SBA Communications Corp
4.19% Roper Technologies Inc
4.08% Constellation Software Inc
3.89% Markel Corp
3.11% KKR & Co Inc
3.04% Verisk Analytics Inc
3.02% Dollar Tree Inc
2.98% Brookfield Asset Management Inc Class A
2.08% Danaher Corp
1.27% CoStar Group Inc
0.47% Alarm.com Holdings Inc
0.35% Ansys Inc
0.35% Berkshire Hathaway Inc B

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo