Akre Focus Fund Quote
| AKRSX Fund | USD 61.39 0.44 0.71% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Akre Focus is trading at 61.39 as of the 19th of April 2024; that is -0.71 percent decrease since the beginning of the trading day. The fund's open price was 61.83. Akre Focus has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Akre Focus Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of April 2022 and ending today, the 19th of April 2024. Click here to learn more.
The fund invests primarily in securities of companies listed on U.S. stock exchanges. Investments consist primarily of common stocks of companies of any size market capitalization. It may also invest in preferred stocks, warrants, options, and other equity-like instruments, such as partnership interests, limited liability company interests, business trust shares and rights, REITs, and other securities that are convertible into equity securities. More on Akre Focus Fund
Moving together with Akre Mutual Fund
| 1.0 | AKRIX | Akre Focus Fund | PairCorr |
| 1.0 | AKREX | Akre Focus Fund | PairCorr |
| 0.86 | FAFGX | American Funds | PairCorr |
| 0.86 | FFAFX | American Funds | PairCorr |
| 0.87 | GFACX | Growth Fund | PairCorr |
| 0.86 | GFAFX | Growth Fund | PairCorr |
Akre Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Akre Focus' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Akre Focus or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Akre Funds, Large Growth Funds, Large Growth, Akre (View all Sectors) |
| Update Date | 31st of March 2024 |
Akre Focus Fund [AKRSX] is traded in USA and was established 19th of April 2024. Akre Focus is listed under Akre category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Akre family. This fund presently has accumulated 8.14 B in assets under management (AUM) with no minimum investment requirementsAkre Focus Fund is currently producing year-to-date (YTD) return of 3.57%, while the total return for the last 3 years was 5.81%.
Check Akre Focus Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Akre Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Akre Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Akre Focus Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Akre Focus Fund Mutual Fund Constituents
| ADBE | Adobe Systems Incorporated | Stock | Information Technology |
| AMT | American Tower Corp | Stock | Real Estate |
| CSGP | CoStar Group | Stock | Industrials |
| KKR | KKR Co LP | Stock | Financials |
| KMX | CarMax Inc | Stock | Consumer Discretionary |
| MA | Mastercard | Stock | Financials |
| MCO | Moodys | Stock | Financials |
Akre Focus Target Price Odds Analysis
Based on a normal probability distribution, the odds of Akre Focus jumping above the current price in 90 days from now is about 90.64%. The Akre Focus Fund probability density function shows the probability of Akre Focus mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.2463. This suggests as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Akre Focus will likely underperform. Additionally, akre Focus Fund has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Akre Focus to move above the current price in 90 days from now is about 90.64 (This Akre Focus Fund probability density function shows the probability of Akre Mutual Fund to fall within a particular range of prices over 90 days) .
Akre Focus Fund Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Akre Focus market risk premium is the additional return an investor will receive from holding Akre Focus long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Akre Focus. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Akre Focus' alpha and beta are two of the key measurements used to evaluate Akre Focus' performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6782 | |||
| Semi Deviation | 0.921 | |||
| Standard Deviation | 0.8618 | |||
| Variance | 0.7427 |
Akre Focus Against Markets
Picking the right benchmark for Akre Focus mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Akre Focus mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Akre Focus is critical whether you are bullish or bearish towards Akre Focus Fund at a given time. Please also check how Akre Focus' historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Akre Focus without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Akre Mutual Fund?
Before investing in Akre Focus, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Akre Focus. To buy Akre Focus fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Akre Focus. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Akre Focus fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Akre Focus Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Akre Focus Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Akre Focus Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Akre Focus Fund?
The danger of trading Akre Focus Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Akre Focus is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Akre Focus. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Akre Focus Fund is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Akre Focus Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.