Akre Focus has lost some flexibility, but its process is intact. It earns a Morningstar Analyst Rating of Silver across all share classes.
Akre Focus Instl AKRIX
NAV / 1-Day Return
52.42
/
0.33
%
Total Assets
14.9 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.050%
Expense Ratio
1.050%
Fee Level
High
Longest Manager Tenure
11.14
years
Category
US Fund Large Growth
Investment Style
Large GrowthMin. Initial Investment
250,000
Status
Open
TTM Yield
0.00%
Turnover
4%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will AKRIX outperform in 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 AKRIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the AKRIX 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 AKRIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Success has changed this fund a bit, but it shouldn't ruin it either.
