Akre

  • Akre Focus Fund

Rank

Rank Universe

Summary

The fund seeks to invest in companies that have a histroy of compounding earning and generating steady shareholder returns. 

The investment philosophy relies on three pillars of sustainability of the business model, management quality and reinvestment track record. 

With less than 25 holdings, every investment matters and the portfolio team follows a disciplined investment process in identifying companines th More

Price

Last Close

$ 52.09 ( +1.83 )

52 Week HL

$67.56 - $46.92

Net Assets

$14800 M

Expense Ratio

0.95 %

Sector Allocation

Jun 30, 2021

Manager

Name

Charles T. Akre, Jr.

Bio

Leadership

TEAM

Documents

Prospectus

Annual Reports

2020

Website

Link

Performance

YTD

-26.3 %

3 Year

10.78%

5 Year

46.63%

Best

38.91%
2013

Worst

-26.28%
2022

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Alpha

AKREX Russell 3000

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