View & analyze the AKRSX fund chart by total assets, risk rating, Min. Professionally Managed Portfolios. Other News for AKREX Akre Focus Fund Commentary Fourth Quarter 2021 01/29/22-3:17AM EST . View mutual fund news, mutual fund market and mutual fund interest rates. You are leaving the Akre Capital Management, LLC, website and . Akre Focus Fund AKRIX has $1.02 BILLION invested in fossil fuels, 5.74% of the fund The Akre Focus fund looks a bit different since legendary investor Chuck Akre began turning the reins over to co-managers John Neff and Chris Cerrone, but the goal is still transcendence. The fund currently has 4.2 percent in cash, according to Morningstar, well below the 10 to 15 percent Akre typically holds. Akre Focus Fund Retail Class: AKREX: KraneShares CSI China Internet ETF: KWEB: Value Line Capital Appreciation Fund, Inc. Investor Class: VALIX: Amplify BlackSwan Growth & Treasury Core ETF: SWAN: SPDR® Portfolio Short Term Treasury ETF: SPTS: Vanguard Institutional Target Retirement 2020 Fund Institutional Shares: VITWX: Urstadt Biddle . Income refers only to interest payments from fixed-income securities and dividend . Putnam High Yield Fund Class Y. Actions. United States. Show Me | Akre Focus Fund Institutional Class: AKRIX: Lord Abbett National Tax Free Fund Class I: LTNIX: T. Rowe Price Balanced Fund: RPBAX: Akre Focus Fund Retail Class. Fund Inception 08/31/2009: Manager Name John H. Neff: Fund Advisor(s) Akre Capital Management, LLC Manager Start Date 08/01/2014: Fund Subadvisor(s) Manager Biography Mr. Neff joined Akre Capital in 2009 as a Senior Analyst and became a Partner of Akre Capital in January 2013. Under Charles Akre's leadership, the FBR fund is the 10th-best stock fund performer . As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. Akre Focus Fund Retail Class (AKREX) Nasdaq - Nasdaq Delayed Price. Find our live Akre Focus Fund Supra Institutional Class fund basic information. Akre Focus Fund Retail Class + Add to watchlist. Case Study: Akre Focus Fund (AKREX) Let's consider some aspects of the Akre Focus Fund below and how these factors may have contributed to its strong outperformance compared to both the S&P 500 and other actively managed peer funds, the vast majority of which had nowhere near the success of Akre during this time period. Akre Focus (AKREX) launched on August 31, 2009. Strong managerial . Shares Outstanding. Its expense ratio is high compared to funds in the Large Growth category. Get the lastest Fund Profile for Akre Focus - Institutional from Zacks Investment Research Find the latest Akre Focus Fund Retail Class (AKREX) stock quote, history, news and other vital information to help you with your stock trading and investing. Akre Focus has come through a generational shift, but execution risk in this concentrated portfolio remains high. Actions. The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Charles Akre will quit FBR Focus Fund FBRVX on Sept. 22, and plans to launch his own fund, Akre Focus Fund. Get the latest Akre Focus Fund Retail Class (AKREX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and investment decisions. Learn more about mutual funds at fidelity.com. Akre Focus Fund Retail Class AKREX: . Past performance is no . 877-862-9556. 94953153. Akre Focus Fund is committed to keeping your personal information secure. investment, market cap and category. "In 2008 we got it . Symbol lookup. See Akre Focus Fd performance, holdings, fees, risk and other data from Morningstar, S&P, and others. Mutual fund investing involves risk. Mr. Akre has been in the securities business since 1968 and was the sole manager of FBR Focus (FBRVX) from its inception in 1996 to mid-2009 and of AKREX Inception Date. Mr. Akre is CEO of Akre Capital Management. MSCLX. With lofty fees still a formidable hurdle, its Morningstar Analyst Rating drops to . Add to watchlist. Today's Change -0.74 / -1.25%. Mutual fund investing involves risk. Akre Focus Fund Institutional Class AKRIX: NAV: Change: Net Expense Ratio: . Mutual fund investing involves risk. Get the lastest Fund Holdings for Akre Focus - Retail from Zacks Investment Research 1 Year change +7.97%. In their latest Q4 2021 Letter, Hayden Capital discuss how investors can protect against drawdowns. Akre Focus Retail. is not warranted to be accurate, complete or timely. Akre Focus Fund. The FBR Focus fund is down 26.05% from a year ago, but it beat out the mid-cap growth category, which dropped 38.81%, according to Morningstar. Akre Focus has come through a generational shift, but execution risk in this concentrated portfolio remains high. AKREX. Yet Akre calls that a positive sign. Morningstar computes this figure by summing the trailing 12-month's income distributions and dividing the sum by the last month's ending Net Asset Value (NAV), plus capital gains distributed over the same time period. The duo still buy the companies Akre described in the late 1980s as "the nirvana in investing"—superior businesses that are exceptionally well-managed. The Fund is non-diversified and maintains a focused portfolio of investments. Principal loss is possible. Is Akre Focus Retail (AKREX) a Strong Mutual Fund Pick Right Now? Add to watchlist; Add to portfolio; . Akre Focus Fund is committed to keeping your personal information secure. AKREX: Akre Focus - Retail - Fund Holdings. Historical performance for Akre Focus - Retail (AKREX) with historical highs & lows, new high & low prices, past performance, latest news. Add to watchlist. Professionally Managed Portfolios. Against all conventional wisdom, it's grown to nearly $14 billion and continues to generate exceptional absolute and risk-adjusted returns for its shareholders. The fund which is rated five-star by Morningstar has delivered nearly 19% annualized returns since its inception. Akre Focus Fund Retail Class. See Akre Focus Fd (AKRIX) mutual fund ratings from all the top fund analysts in one place. Akre Focus Fund Retail Class AKREX . AKREX. Add to portfolio. 615 EAST MICHIGAN STREET. Hayden Capital: Protecting Against Drawdowns. Previously, Mr. Neff served as a Senior Equity Analyst for William Blair since 2002 after starting in its Equity . The Fund is non-diversified, meaning it may focus its assets in fewer individual holdings than a diversified fund. AKREX: Akre Focus - Retail - Fund Performance Chart. The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded . The Akre Focus Fund is distributed by Quasar Distributors, LLC. Akre Focus Fund Retail Class (AKREX) Expense Ratio: 1.45% Expected Lifetime Fees: $41,216.86 The Akre Focus Fund Retail Class fund (AKREX) is a Mid-Cap Growth fund started on 9/1/2009 and has $945.40 million in assets under management. Franklin High Yield Tax Free Income Fund Advisor Class. Akre Focus Fund Retail Class. SBA Loans; USDA B&I Loans; Conventional Loans; CMBS Loans With lofty fees still a formidable hurdle, its Morningstar Analyst Rating drops to . MassMutual Small Cap Opportunities Fund Administrative Class. Franklin High Yield Tax Free Income Fund Advisor Class. The $17 billion Akre Focus Fund is one of the best mutual funds.But don't bother asking the fund's managers if they're trying to retain that elite standing by capitalizing on the U.S. economy . Akre Focus Fund Institutional Class. 1-877-862-9556. Fintel® provides advanced research tools for data-driven investors Fintel currently tracks over 9500 funds and over 63,000 securities traded worldwide. Akre Focus Fund Institutional Class. The fund is rated by Morningstar. Still, that's no solace to Akre. Akre Focus Fund Retail Class. Price (USD) 58.23. Adv. See Akre Focus Fd performance, holdings, fees, risk and other data from Morningstar, S&P, and others. Currency. 877-862-9556. Morningstar computes this figure by summing the trailing 12-month's income distributions and dividing the sum by the last month's ending Net Asset Value (NAV), plus capital gains distributed over the same time period. Managers Charles Akre, Tom Saberhagen and John Neff. The Akre Focus Fund (Institutional share: "AKRIX;" Retail share: "AKREX") was launched on August 31, 2009, and currently has net assets of approximately $16.7 billion as of January 31, 2022. Mr. Akre is CEO of Akre Capital Management. 877-862-9556. Akre Focus Fund Retail Class. Akre, who founded Akre Capital Management in 1989, has managed the fund since its inception in 2009, while Neff was added in 2014 and Cerrone joined earlier this year. Akre Focus Fund Retail Class. Price (USD) 58.35. Putnam High Yield Fund Class Y. The Fund is non-diversified, meaning it may focus its assets in fewer individual holdings than a diversified fund. Akre Focus Fund AKRIX has $1.47 BILLION invested in Clean200 companies, 7.96% of the fund Fact Sheet. AKRIX has an expense ratio of 1.04%, which is 2% higher than its category. Akre Focus Fund Retail Class: AKREX: CoStar Group Inc: CSGP: Moody's Corp: MCO: iShares Core MSCI EAFE ETF: IEFA: FT S&P Dividend Atrts By-Wrt 16 F CA: FJUGAX: MassMutual Select T. Rowe Price Retirement 2045 Fund Class I: MMFTX: iShares Core Aggressive Allocation ETF: AOA: ProShares Ultra VIX Short-Term Futures ETF: UVXY: Vanguard Wellesley . Its expense ratio is high compared to funds in the Large Growth category. Past performance is no . Get the lastest Class Information for Akre Focus - Retail from Zacks Investment Research Add to watchlist; Add to portfolio; Price (USD) 60.37; Today's Change-0.49 / -0.81%; . Investments will consist primarily of common stocks of companies of any capitalization range . John Neff Fund Description. Milwaukee, WI 53202. Principal loss is possible. AKREX | A complete Akre Focus Fund;Retail mutual fund overview by MarketWatch. Today's Change -0.13 / -0.22%. . Get the lastest Fund Performance for Akre Focus - Retail from Zacks Investment Research Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Fund Family Name. Milwaukee, WI 53202. Data delayed at least 15 minutes, as of Feb 04 2022. Akre Focus Fund Retail Class. Morningstar Analyst Rating. This fund tracks the S&P 500 TR USD index, with a weighting of 100%. Principal loss is possible. Net Assets. The Akre Focus Fund is distributed by Quasar Distributors, LLC. The fund invests primarily in securities of companies listed on U.S. stock exchanges. CALL NOW! AKREX. Akre Focus Fund Retail Class. As of December 31, 2021. Akre Focus Instl (AKRIX), launched in 2009, has been managed by John Neff since August 1, 2014, at Akre. Domiciled Country. Analyze the Fund Akre Focus Fund Institutional Class having Symbol AKRIX for type mutual-funds and perform research on other mutual funds. managed accounts ($1 million minimum), a couple hedge funds, and Akre Focus Fund. AKREX. (Revised) 10/04/19-2:03PM EST Zacks. Morningstar Return Rating . The Akre Focus Fund (Institutional share: "AKRIX;" Retail share: "AKREX") was launched on August 31, 2009, and currently has net assets of approximately $16.7 billion as of January 31, 2022. Analyze the Fund Akre Focus Fund Retail Class having Symbol AKREX for type mutual-funds and perform research on other mutual funds. 1. Under normal conditions, the Fund invests primarily in securities listed on U.S. stock exchanges. For this reason, do not enter personal information if requested via email or pop-up. (Revised) 10/04/19-2:03PM EST Zacks. Akre. MassMutual Small Cap Opportunities Fund Administrative Class. The Fund seeks long-term capital appreciation. Currency in USD. See Akre Focus Fd (AKRSX) mutual fund ratings from all the top fund analysts in one place. MainStay MacKay High Yield Municipal Bond Fund Class C. MMHDX. John H. Neff, Lead Manager since July 31, 2014 . Akre Focus Fund Retail Class AKREX: . It's done that by capturing almost all of the upside of the S&P 500 (96%) but only two-thirds of its downside (67%). Akre Large Growth. is not warranted to be accurate, complete or timely. The Fund is non-diversified and maintains a focused . Home; About; Loan Programs . Principal loss is possible. See performance data and interactive charts for Akre Focus Fd (AKREX). Find our live Akre Focus Fund Retail Class fund basic information. View Morningstar ratings and risk measures for specific mutual funds. AKREX. FHYVX. AKRIX: Akre Focus - Institutional - Fund Profile. Manager. . Actions. Aug 31, 2009. The current manager has been running Akre Focus Fund Retail Class since 9/22/2009. Milwaukee, WI 53202. Investments consist primarily of common stocks of . Home; About. Against all conventional wisdom, it's grown to nearly $14 billion and continues to generate exceptional absolute and risk-adjusted returns for its shareholders. Morningstar computes this figure by summing the trailing 12-month's income distributions and dividing the sum by the last month's ending Net Asset Value (NAV), plus capital gains distributed over the same time period. Income refers only to interest payments from . Akre Focus Retail (AKREX), launched in 2009, has been managed by John Neff since August 1, 2014, at Akre. Mutual Funds: Profile : Sunday, February 13, 2022 9:37:52 PM EST. USD. Add to watchlist; Add to portfolio; . Other News for AKREX Akre Focus Fund Commentary Fourth Quarter 2021 01/29/22-3:17AM EST . 615 EAST MICHIGAN STREET. MainStay MacKay High Yield Municipal Bond Fund Class C. MMHDX. Add to watchlist. View & analyze the AKREX fund chart by total assets, risk rating, Min. Language Courses. 1 Year change +8.78%. Learn more about mutual funds at fidelity.com. Here's an excerpt from the letter: For an investor in the stock, they would realize a +302% return over their 10 year investment period, likely exceeding any of the major stock indices. Akre Focus Fund Retail Class + Add to watchlist. 56.79-1.44 (-2.47%) At close: 08:01PM EST. Actions. Analyst rating as of Nov 6, 2020. 1-614-312-9597 to speak to a Commercial Loan Representative. Mr. Akre has been in the securities business since 1968 and was the sole manager of FBR Focus (FBRVX) from its inception in 1996 to mid-2009 and of AKREX from August 2009 to August 2014 when Messrs. Saberhagen and Neff were promoted. Is Akre Focus Retail (AKREX) a Strong Mutual Fund Pick Right Now? Mutual fund investing involves risk. . The Fund is non-diversified, meaning it may concentrate its assets in fewer individual holdings than a diversified fund. He is Chuck Akre, CEO and Chief Investment Officer of Akre Capital Management which he founded in 1989, and portfolio manager of the Akre Focus Fund which he launched in 2009. AKREX: Akre Focus - Retail - Class Information. The Fund is non-diversified, meaning it may focus its assets in fewer individual holdings than a diversified fund. Professionally Managed Portfolios. It's done that by capturing almost all of the upside of the S&P 500 (96%) but only two-thirds of its downside (67%). AKREX | A complete Akre Focus Fund;Retail mutual fund overview by MarketWatch. AKREX. German; French; ARABIC; BUSINESS WRITING; ENGLISH LEVEL I (ELEMENTARY) This fund tracks the S&P 500 TR USD index, with a weighting of 100%. Therefore, the Fund is more exposed to individual stock volatility than a diversified fund. For this reason, do not enter personal information if requested via email or pop-up. Actions. Akre is a bottom-up stock picker, but he's paying more attention to the big picture following the 2007-09 bear market, during which FBR Focus tumbled 51.0% (the S&P 500 lost 55.3% during the rout). The Fund is non-diversified and maintains a focused portfolio of investments. ABOUT THE AKRE FOCUS FUND. AKREX has an expense ratio of 1.30%, which is 28% higher than its category. The Fund is non-diversified and maintains a focused portfolio of investments. Individual investors interested in additional information on the Akre Focus Fund please contact: Akre Focus Fund Client Services. Prospectus: $56.70 0.88 (1.53%) YTD Return +24.19%. AKREX. 615 EAST MICHIGAN STREET. Quote Fund Analysis Performance Risk Price Portfolio People Parent. Akre Focus (AKREX) launched on August 31, 2009. The Akre Focus Fund (Institutional share: "AKRIX;" Retail share: "AKREX") was launched on August 31, 2009, and currently has net assets of approximately $16.7 billion as of January 31, 2022. Income refers only to interest payments from fixed-income securities and dividend . Akre Focus Fund Retail Class + Add to watchlist. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. MSCLX. Charles Akre, Tom Saberhagen and John Neff. Jeff Ptak, who was recently named chief ratings officer at Morningstar, first reported the change on Twitter: Chuck Akre stepping down as manager of Akre Focus, effective 12/31/20. FHYVX. Fund Manager Q&A Akre: No Guarantees With Stewardship Chuck Akre of Akre Capital notes that investors should focus on managers' tendencies to reinvest assets, but he also warns that future . Add to portfolio. "Cash has never been a strategic . Data delayed at least 15 minutes, as of Feb 10 2022. A fund's Morningstar Rating is a quantitative assessment of a fund's past performance that accounts for both risk and return, with funds earning between 1 . Morningstar Rating(TM) The Morningstar Rating(TM) for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and . investment, market cap and category. Describe Professionally Managed Portfolios: Akre Focus Fund; Retail Class Shares (AKREX). DISCLAIMER: As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. View mutual fund news, mutual fund market and mutual fund interest rates. Share Class. AKREX. The Akre Focus Fund (Institutional share: "AKRIX;" Retail share: "AKREX") was launched on August 31, 2009, and currently has net assets of approximately $16.7 billion as of January 31, 2022. Akre Focus Fund Retail Class: AKREX: InfraCap MLP ETF: AMZA: . OUR FACULTY; CORPORATE SOCIAL RESPONSIBILITY (CSR) Tution; Course. Management Information. Research information including trailing returns and hypothetical growth for Akre Focus Fd. .

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