Morningstar

Akre Focus ETF AKRE

Morningstar Medalist Rating
Medalist Rating as of | See Akre Investment Hub

Morningstar’s Analysis AKRE

Will AKRE outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AKRE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AKRE management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AKRE’s parent organization’s priorities and whether they’re in line with investors’ interests.

A stock-picker's portfolio—for better or worse.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Because of its team's boldness and selectivity, Akre Focus ETF's appeal—and its success—depends on manager John Neff and his colleagues' stock-picking ability.

by Tony Thomas
Rated on Published on

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Portfolio Holdings AKRE

More AKRE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 78.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mastercard Inc Class A

14.78 696M
Financial Services

Constellation Software Inc

12.72 599M
Technology

Visa Inc Class A

7.70 363M
Financial Services

Topicus com Inc Ordinary Shares (Sub Voting)

7.23 341M
Technology

Roper Technologies Inc

6.73 317M
Technology

Moodys Corp

6.62 312M
Financial Services

Brookfield Corp Registered Shs -A- Limited Vtg

6.22 293M
Financial Services

KKR & Co Inc Ordinary Shares

6.10 287M
Financial Services

CoStar Group Inc

5.41 255M
Real Estate

Fair Isaac Corp

4.69 221M
Technology

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