Akre Focus Fund Retail Class (AKREX) Research
The fund's main goal is to generate significant capital appreciation over a long timeframe. It primarily allocates its assets to the securities of businesses that are publicly traded on U.S. stock exchanges. The core of its holdings consists of common shares issued by companies, irrespective of their market valuation. Additionally, the fund has the option to invest in various other equity-related instruments. These may include preferred stocks, warrants, options contracts, and other holdings analogous to equity, such as interests in partnerships, limited liability companies, business trusts, and Real Estate Investment Trusts (REITs). It is also permitted to acquire securities that are convertible into common stock. This investment vehicle is structured as non-diversified.
Market snapshot
- Symbol
- AKREX
- Price
- $62.87
- Day change
- -1.73%
- Market cap
- $10.0B
- 52-week range
- 58.87-72.86
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AB Large Cap Growth Fund Class K (ALCKX)
- Fidelity Advisor Balanced Fund Class Z (FZAAX)
- PGIM Jennison Growth Fund- Class B (PJFBX)
- Columbia Seligman Technology and Information Fund Advisor Class (SCIOX)
- Retirement I 2020 Fund - I Class (TRBRX)
- Retirement I 2030 Fund - I Class (TRPCX)
- Retirement I 2040 Fund - I Class (TRPDX)
- Retirement I 2045 Fund - I Class (TRPKX)
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