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.
Morningstar’s Fund Analysis AKREX
Will AKREX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of AKREX’s parent organization’s priorities and whether they’re in line with investors’ interests.