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Morningstar

Akre Focus Instl AKRIX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
48.78  /  0.29 %
Total Assets
12.6 Bil
Adj. Expense Ratio
1.040%
Expense Ratio
1.040%
Distribution Fee Level
High
Share Class Type
Institutional
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
250,000
Status
Open
TTM Yield
0.00
Turnover
1%

USD | NAV as of Dec 09, 2022 | 1-Day Return as of Dec 09, 2022, 10:21 PM GMT+00:00

Morningstar’s Analysis AKRIX

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.

A unique choice.

Director

Summary

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

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