Akre Mutual Funds List
Here you can find all mutual funds issued by Akre and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 1.17%
- Avg. 1 Year Return
- —
- Avg. 5 Year Return
- —
- Median Risk/Return Score
- —
Akre Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Akre Focus Fund Retail Class | Large Cap Growth Equities | Aug 31, 2009 | 1.30% | — | — | 4.80% | — | ||||||||
| Akre Focus Fund | Large Cap Growth Equities | Aug 31, 2009 | 1.04% | — | — | 4.49% | — |
Explore top Akre Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Lowest-Cost Akre Mutual funds
The top Akre Mutual funds is AKRIX (1.04%).
With an average expense ratio of 1.17%, Akre Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Akre Focus Fund | 1.04% | — | Aug 2009 | |
| Akre Focus Fund Retail Class | 1.30% | — | Aug 2009 |
Highest-Yield Akre Mutual funds
The top Akre Mutual funds is AKREX (4.80%).
Across the lineup, Akre Mutual funds show an average dividend yield of 4.65%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Akre Focus Fund Retail Class | 4.80% | — | Aug 2009 | |
| Akre Focus Fund | 4.49% | — | Aug 2009 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.