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Morningstar

Akre Focus Retail AKREX

Morningstar Analyst Rating
Analyst rating as of | See Akre Investment Hub
  • NAV / 1-Day Return 50.42  /  1.16 %
  • Total Assets 13.2 Bil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.300%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 1%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis AKREX

Will AKREX 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 AKREX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the AKREX 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 AKREX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A unique choice.

Director

Summary

| by Katie Rushkewicz Reichart

Akre Focus remains a unique proposition, but lofty fees limit its Morningstar Analyst Rating to Bronze.

Unlock our full analysis with Morningstar Investor