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Akre Focus Instl (AKRIX) Fund Ranking and Research

Ranking, Research and Recommendation of Akre Focus Instl (AKRIX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Akre Focus Instl Fund (AKRIX) ManagerFund Manager - John H. Neff

Fund Manager Information

Fund Manager Tenure: 4.7 years
Similar Funds: AKREX 
Fund Family: Akre
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.83)     (What does this score mean?)

 

Graph of Akre Focus Instl Fund (AKRIX) ProfileAkre Focus Instl Fund (AKRIX) Profile

Fund Profile and Description

Akre Focus Instl Fund seeks long-term capital appreciation. Akre Focus Instl Fund invests primarily in securities of companies listed on U.S. stock exchanges. Investments consist primarily of common stocks of companies of any capitalization range. 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 and other securities that are convertible into equity securities. Akre Focus Instl Fund is non-diversified.

 

Akre Focus Instl (AKRIX) Fund Strength What we like about Akre Focus Instl (AKRIX) Fund

Data for Akre Focus Instl Fund (AKRIX) as of May 30, 2016

  • Akre Focus Instl Fund (AKRIX) management has been with Akre Focus Instl Fund for 4.7 years
  • Akre Focus Instl Fund (AKRIX) has good short-term performance (1-year return 1.80% vs -5.73% Mid-Cap Growth category median performance)
  • Akre Focus Instl Fund (AKRIX) has good mid-term performance (3-year return 11.15% vs 8.38% Mid-Cap Growth category median performance)
  • Akre Focus Instl Fund (AKRIX) has good Long-term performance (5-year return 15.02% vs 7.70% Mid-Cap Growth category median performance)
  • Akre Focus Instl Fund (AKRIX) ratio of up-years vs down years is greater than 2
  • Akre Focus Instl Fund (AKRIX) has a Morningstar rating of 4 and above
  • Asset base in Akre Focus Instl Fund (AKRIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Akre Focus Instl Fund (AKRIX) has an annual stock turnover rate of 16.00% vs Mid-Cap Growth average of 50.96%. It is good that Akre Focus Instl management does not trade extensively for its return.
  • Akre Focus Instl Fund (AKRIX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.88, lower than category average of 13.49
  • Akre Focus Instl Fund (AKRIX) has a lower expense ratio than its Mid-Cap Growth average: 1.09% vs 1.28%
  • Akre Focus Instl Fund (AKRIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Akre Focus Instl Fund (AKRIX) Weakness What we are cautious about Akre Focus Instl (AKRIX) Fund

Data for Akre Focus Instl Fund (AKRIX) as of May 30, 2016

See Akre Focus Instl Fund (AKRIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Akre Focus Instl Fund (AKRIX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Akre Focus Instl3.591.8011.1515.02
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare
Eaton Vance Atlanta Capital SMID-Cap C (ECASX)7.049.2612.3511.82Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Akre Focus Instl Fund (AKRIX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Akre Focus Instl Fund (AKRIX) Net Asset TrackingAkre Focus Instl (AKRIX) Fund Net Asset

Track net asset change of Akre Focus Instl fund (AKRIX)

DateNet Asset
05/2016$4.93B
03/2016$4.69B
02/2016$4.13B
More historic net asset information on Akre Focus Instl Fund (AKRIX)

  

Graph of Akre Focus Instl Fund (AKRIX) Portfolio TrackingAkre Focus Instl (AKRIX) Fund Portfolio Allocation

Track portfolio allocation change of Akre Focus Instl fund (AKRIX)

DateCashStockBondOther
01/20163.62%94.06%0.29%0.5%
10/20151.22%96.11%1.08%0%
07/20151.23%90.85%4.16%2.21%
Click here to see more historic asset allocation information on Akre Focus Instl Fund (AKRIX)

 

graph of Akre Focus Instl Fund (AKRIX) Top 10 Position TrackingTop 10 Holdings in Akre Focus Instl (AKRIX) Fund

Discover what Akre Focus Instl Fund (AKRIX) manager is buying

Jan 30, 2016
American Tower Corporation (REI [12.68%]
Markel Corporation Common Stock [8.92%]
Mastercard Incorporated Common [8.2%]
Dollar Tree, Inc. [7.29%]
Roper Technologies, Inc. Common [5.07%]
CarMax Inc [4.62%]
SBA Communications Corporation [4.61%]
Verisk Analytics, Inc. [4.36%]
Visa Inc. [4.21%]

Oct 30, 2015
American Tower Corporation (REI [13.47%]
Markel Corporation Common Stock [9.02%]
Mastercard Incorporated Common [8.94%]
Dollar Tree, Inc. [5.75%]
Roper Technologies, Inc. Common [5.46%]
Visa Inc. [4.3%]
Verisk Analytics, Inc. [4.15%]
SBA Communications Corporation [4.02%]
CarMax Inc [3.93%]

Jul 30, 2015
American Tower Corporation (REI [10.4%]
Markel Corporation Common Stock [9.32%]
Mastercard Incorporated Common [7.94%]
Dollar Tree, Inc. [5.76%]
Colfax Corporation Common Stock [5.44%]
Roper Technologies, Inc. Common [4.7%]
Visa Inc. [4.21%]
Live Nation Entertainment, Inc. [3.61%]
Verisk Analytics, Inc. [3.6%]
Click here for Stock Holding Change Map in Akre Focus Instl Fund (AKRIX)

  

Latest News on Akre Focus Instl (AKRIX) Fund

See what is happening with Akre Focus Instl Fund (AKRIX)

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Akre Focus Instl Fund (AKRIX) Related ResourcesSee more information on Akre Focus Instl (AKRIX) Fund

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