Akre Focus Fund (AKRSX) Research
The Akre Focus Fund chiefly allocates its resources to common shares issued by U.S.-listed companies, irrespective of their market capitalization. Beyond these core holdings, its mandate permits investments in preferred stock, warrants, and options, along with a variety of other equity-linked assets. These encompass partnership interests, limited liability company stakes, business trust shares and associated rights, Real Estate Investment Trusts (REITs), and instruments that can be converted into equity. Notably, the fund operates on a non-diversified basis.
Market snapshot
- Symbol
- AKRSX
- Price
- $66.77
- Day change
- -1.73%
- Market cap
- $11.2B
- 52-week range
- 62.25-77.12
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Columbia Balanced Fund (CBALX)
- Columbia Global Technology Growth Fund (CTCAX)
- Fidelity Advisor Balanced Fund (FAIOX)
- Fidelity Large Cap Core Enhanced Index Fund (FLCEX)
- Janus Henderson Mid Cap Value Fund (JMIVX)
- Columbia Contrarian Core Fund (SMGIX)
- T Rowe Price Retirement Funds Inc - T. Rowe Price Retirement I 2060 Fund (TRPLX)
- Vanguard Target Retirement 2015 Fund (VTXVX)
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