Akre Focus Fund Retail Class (AKREX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AKREX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AKREX
AKREX charges 1.30% annually. There are 369 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | AKREX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | AKREX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | AKREX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | AKREX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | AKREX vs VRGWX |
Best Risk-Adjusted Alternatives to AKREX
Among 416 mutual funds in the Large Cap Growth Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | AKREX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | AKREX vs ONERX | |
| Chase Growth Fund | 88 | — | Dec 1997 | AKREX vs CHASX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | AKREX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 87 | — | May 2008 | AKREX vs FOCKX |
Top Performing AKREX Alternatives (YTD)
Among 416 mutual funds in the Large Cap Growth Equities category with YTD return data, the top-performing alternatives shown here go as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | AKREX vs ONERX | |
| ICON Equity Fund | 28.11% | — | Oct 2002 | AKREX vs IOLZX | |
| Chase Growth Fund | 26.96% | — | Dec 1997 | AKREX vs CHASX | |
| Chase Growth Fund Institutional Class | 26.92% | — | Jan 2007 | AKREX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 26.17% | — | May 2008 | AKREX vs FOCKX |
Lowest Volatility Alternatives to AKREX
Among 416 mutual funds in the Large Cap Growth Equities category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 6.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.83% | — | Sep 2019 | AKREX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.74% | — | Jan 2005 | AKREX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.13% | — | Dec 2015 | AKREX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | AKREX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | AKREX vs GQEPX |
Lowest Drawdown Alternatives to AKREX
Among 416 mutual funds in the Large Cap Growth Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | AKREX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | AKREX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | AKREX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | AKREX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | AKREX vs DNVYX |
Other Mutual Funds from Akre
The 1 most viewed Akre mutual funds shown here include AKRIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Akre Focus Fund | Large Cap Growth Equities | — | — | — | Aug 2009 | AKREX vs AKRIX |
Often Compared With AKREX
Investors most often compare AKREX with VOO, SWPPX, VTI. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare AKREX with Any Fund or Stock
Compare AKREX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AKREX with funds that move differently
Akre Focus Fund Retail Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AKREX.
Explore AKREX Diversifiers