The Fund is non-diversified, meaning it may concentrate its assets in fewer individual holdings than a diversified fund. You are leaving the Akre Capital Management, LLC, website and . Today's Change -0.74 / -1.25%. Hayden Capital: Protecting Against Drawdowns. See Akre Focus Fd performance, holdings, fees, risk and other data from Morningstar, S&P, and others. Add to watchlist. John Neff Fund Description. CALL NOW! FHYVX. AKREX. Income refers only to interest payments from fixed-income securities and dividend . 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). View mutual fund news, mutual fund market and mutual fund interest rates. See Akre Focus Fd (AKRIX) mutual fund ratings from all the top fund analysts in one place. DISCLAIMER: As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. Akre Focus Fund Retail Class AKREX: . 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. Get the lastest Fund Performance for Akre Focus - Retail from Zacks Investment Research 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. Akre Focus Fund Retail Class. Add to watchlist. Yet Akre calls that a positive sign. (Revised) 10/04/19-2:03PM EST Zacks. 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 . Net Assets. Find our live Akre Focus Fund Supra Institutional Class fund basic information. 94953153. Fact Sheet. 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. OUR FACULTY; CORPORATE SOCIAL RESPONSIBILITY (CSR) Tution; Course. View mutual fund news, mutual fund market and mutual fund interest rates. Historical performance for Akre Focus - Retail (AKREX) with historical highs & lows, new high & low prices, past performance, latest news. SBA Loans; USDA B&I Loans; Conventional Loans; CMBS Loans Get the lastest Fund Profile for Akre Focus - Institutional from Zacks Investment Research The fund currently has 4.2 percent in cash, according to Morningstar, well below the 10 to 15 percent Akre typically holds. 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. The fund invests primarily in securities of companies listed on U.S. stock exchanges. Get the lastest Class Information for Akre Focus - Retail from Zacks Investment Research AKREX. 615 EAST MICHIGAN STREET. Analyze the Fund Akre Focus Fund Retail Class having Symbol AKREX for type mutual-funds and perform research on other mutual funds. "Cash has never been a strategic . Franklin High Yield Tax Free Income Fund Advisor Class. AKRIX has an expense ratio of 1.04%, which is 2% higher than its category. managed accounts ($1 million minimum), a couple hedge funds, and Akre Focus Fund. See Akre Focus Fd performance, holdings, fees, risk and other data from Morningstar, S&P, and others. is not warranted to be accurate, complete or timely. Under normal conditions, the Fund invests primarily in securities listed on U.S. stock exchanges. The Fund is non-diversified, meaning it may focus its assets in fewer individual holdings than a diversified fund. Share Class. investment, market cap and category. Is Akre Focus Retail (AKREX) a Strong Mutual Fund Pick Right Now? View Morningstar ratings and risk measures for specific mutual funds. . With lofty fees still a formidable hurdle, its Morningstar Analyst Rating drops to . Previously, Mr. Neff served as a Senior Equity Analyst for William Blair since 2002 after starting in its Equity . Akre Focus Fund Retail Class + Add to watchlist. 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 . 1 Year change +8.78%. Its expense ratio is high compared to funds in the Large Growth category. Adv. Mutual fund investing involves risk. Akre Focus Fund Retail Class: AKREX: InfraCap MLP ETF: AMZA: . Principal loss is possible. 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: 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 . The Fund is non-diversified and maintains a focused portfolio of investments. Managers Charles Akre, Tom Saberhagen and John Neff. This fund tracks the S&P 500 TR USD index, with a weighting of 100%. Actions. Management Information. The Akre Focus Fund is distributed by Quasar Distributors, LLC. Milwaukee, WI 53202. Akre Focus Fund Retail Class. AKREX: Akre Focus - Retail - Fund Performance Chart. AKREX. Akre Focus has come through a generational shift, but execution risk in this concentrated portfolio remains high. 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. 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. Morningstar Rating(TM) The Morningstar Rating(TM) for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and . Income refers only to interest payments from fixed-income securities and dividend . AKREX. Individual investors interested in additional information on the Akre Focus Fund please contact: Akre Focus Fund Client Services. 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%). 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. Charles Akre, Tom Saberhagen and John Neff. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Add to watchlist; Add to portfolio; Price (USD) 60.37; Today's Change-0.49 / -0.81%; . Actions. Franklin High Yield Tax Free Income Fund Advisor Class. Akre Focus Instl (AKRIX), launched in 2009, has been managed by John Neff since August 1, 2014, at Akre. 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 Fund Family Name. MainStay MacKay High Yield Municipal Bond Fund Class C. MMHDX. MassMutual Small Cap Opportunities Fund Administrative Class. Akre Focus Fund AKRIX has $1.02 BILLION invested in fossil fuels, 5.74% of the fund AKREX: Akre Focus - Retail - Class Information. 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 Focus Fund Retail Class. This fund tracks the S&P 500 TR USD index, with a weighting of 100%. Add to portfolio. 615 EAST MICHIGAN STREET. The fund is rated by Morningstar. AKREX | A complete Akre Focus Fund;Retail mutual fund overview by MarketWatch. Mr. Akre is CEO of Akre Capital Management. Describe Professionally Managed Portfolios: Akre Focus Fund; Retail Class Shares (AKREX). 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. Mutual fund investing involves risk. Get the lastest Fund Holdings for Akre Focus - Retail from Zacks Investment Research As of December 31, 2021. Learn more about mutual funds at fidelity.com. Against all conventional wisdom, it's grown to nearly $14 billion and continues to generate exceptional absolute and risk-adjusted returns for its shareholders. Akre Focus Fund Retail Class (AKREX) Nasdaq - Nasdaq Delayed Price. Principal loss is possible. MSCLX. 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. Actions. 615 EAST MICHIGAN STREET. Akre Focus Fund AKRIX has $1.47 BILLION invested in Clean200 companies, 7.96% of the fund AKREX. Income refers only to interest payments from . 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. Mutual fund investing involves risk. Research information including trailing returns and hypothetical growth for Akre Focus Fd. (Revised) 10/04/19-2:03PM EST Zacks. 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 . Professionally Managed Portfolios. Akre Focus (AKREX) launched on August 31, 2009. Learn more about mutual funds at fidelity.com. 877-862-9556. United States. . . AKREX. Strong managerial . In their latest Q4 2021 Letter, Hayden Capital discuss how investors can protect against drawdowns. Prospectus: $56.70 0.88 (1.53%) YTD Return +24.19%. Domiciled Country. 1-877-862-9556. 1. See Akre Focus Fd (AKRSX) mutual fund ratings from all the top fund analysts in one place. 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. Principal loss is possible. Add to watchlist. Home; About; Loan Programs . Akre Focus Fund Retail Class. Akre Focus Retail (AKREX), launched in 2009, has been managed by John Neff since August 1, 2014, at Akre. Its expense ratio is high compared to funds in the Large Growth category. View & analyze the AKRSX fund chart by total assets, risk rating, Min. Mutual fund investing involves risk. Akre Focus Fund Retail Class. Add to watchlist; Add to portfolio; . Akre Focus Fund Retail Class + Add to watchlist. "In 2008 we got it . Language Courses. 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. View & analyze the AKREX fund chart by total assets, risk rating, Min. Aug 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. Past performance is no . 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. Is Akre Focus Retail (AKREX) a Strong Mutual Fund Pick Right Now? 1-614-312-9597 to speak to a Commercial Loan Representative. AKREX. Mr. Akre is CEO of Akre Capital Management. USD. 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. The Fund is non-diversified and maintains a focused . Analyst rating as of Nov 6, 2020. The Fund is non-diversified, meaning it may focus its assets in fewer individual holdings than a diversified fund. Analyze the Fund Akre Focus Fund Institutional Class having Symbol AKRIX for type mutual-funds and perform research on other mutual funds. 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. See performance data and interactive charts for Akre Focus Fd (AKREX). The Fund is non-diversified and maintains a focused portfolio of investments. investment, market cap and category. For this reason, do not enter personal information if requested via email or pop-up.
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