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.
Akre Focus Instl AKRIX
NAV / 1-Day Return
56.97
/
1.54
%
Total Assets
15.0 Bil
Adj. Expense Ratio
1.040%
Expense Ratio
1.040%
Fee Level
High
Longest Manager Tenure
8.05
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
250,000
Status
Open
TTM Yield
0.00%
Turnover
10%
Morningstar’s Fund 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.
Unique but not without some challenges.
