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Akre Focus Instl AKRIX

Analyst rating as of
NAV / 1-Day Return
59.86  /  0.53 %
Total Assets
16.4 Bil
Adj. Expense Ratio
1.040%
Expense Ratio
1.040%
Fee Level
High
Longest Manager Tenure
7.47 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
250,000
Status
Open
TTM Yield
0.00%
Turnover
10%
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Morningstar’s Analysis

Will AKRIX outperform in future?

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

Unique but not without some challenges.

Summary

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Akre Focus has come through a generational shift, but execution risk in this concentrated portfolio remains high. With lofty fees still a formidable hurdle, its Morningstar Analyst Rating drops to Bronze from Silver for all share classes.

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