Akre Focus Fund Institutional Class (AKRIX) Research
The fund's primary investment focus is directed towards securities of companies listed on U.S. stock exchanges. Its portfolio predominantly comprises common stocks from corporations of any market capitalization. Beyond these, the fund maintains the flexibility to invest in preferred shares, warrants, options, and a range of other equity-linked instruments. This broader category includes interests in partnerships and limited liability companies, business trust shares and their associated rights, Real Estate Investment Trusts (REITs), and other securities convertible into equity. The fund operates as a non-diversified entity.
Market snapshot
- Symbol
- AKRIX
- Price
- $65.53
- Day change
- +0.54%
- Market cap
- $11.1B
- 52-week range
- 61.64-76.35
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Fuller & Thaler Behavioral Small-Cap Equity Fund - Investor Shares (FTHNX)
- Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX)
- Hartford Core Equity Fund Class A (HAIAX)
- Hartford Core Equity Fund Class Y (HGIYX)
- Hartford International Value F (HILDX)
- Hartford International Value Fund Class R3 (HILRX)
- JPMorgan U.S. Research Enhanced Equity Fund Class A (JDEAX)
- MFS Series Trust I MFS Research International Fund Class A (MRSAX)
Open Akre Focus Fund Institutional Class (AKRIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.