Akre Focus Fund Retail Class (AKREX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to AKREX

AKREX charges 1.30% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among AKREX alternatives.

Symbol	Name	Expense Ratio	Inception
ACIHX	American Century Growth Fund G Class	0.01%	Mar 1, 2022	AKREX vs ACIHX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	Dec 20, 2017	AKREX vs SWLGX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	AKREX vs FSPGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	May 14, 1998	AKREX vs VIGIX
TILIX	TIAA-CREF Large-Cap Growth Index Fund	0.05%	Oct 1, 2002	AKREX vs TILIX

Best Risk-Adjusted Alternatives to AKREX

Among mutual funds in the Large Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
ONERX	One Rock Fund	91	Mar 6, 2020	AKREX vs ONERX
FCGSX	Fidelity Series Growth Company Fund	88	Nov 7, 2013	AKREX vs FCGSX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	87	Aug 17, 1999	AKREX vs VTMGX
ADX	Adams Diversified Equity Fund, Inc.	85	Jan 2, 1990	AKREX vs ADX
BPTRX	Baron Partners Fund	84	Apr 30, 2003	AKREX vs BPTRX

Top Performing AKREX Alternatives (YTD)

AKREX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	9.54%	Sep 28, 2018	AKREX vs GQEPX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	2.46%	Aug 17, 1999	AKREX vs VTMGX
IOLZX	ICON Equity Fund	2.04%	Oct 17, 2002	AKREX vs IOLZX
AMRGX	American Growth Fund Series One	1.60%	Jul 31, 1958	AKREX vs AMRGX
BBLIX	BBH Select Series - Large Cap Fund	1.58%	Sep 9, 2019	AKREX vs BBLIX

Lowest Volatility Alternatives to AKREX

AKREX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
BLUEX	AMG Veritas Global Real Return Fund	11.01%	Jan 10, 1991	AKREX vs BLUEX
MRFOX	Marshfield Concentrated Opportunity Fund	11.83%	Dec 29, 2015	AKREX vs MRFOX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	12.41%	Sep 28, 2018	AKREX vs GQEPX
TVRIX	Guggenheim Directional Allocation Fund	12.61%	Jun 18, 2012	AKREX vs TVRIX
PROVX	Provident Trust Strategy Fund	14.60%	Dec 30, 1986	AKREX vs PROVX

Lowest Drawdown Alternatives to AKREX

AKREX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
MRFOX	Marshfield Concentrated Opportunity Fund	-7.09%	Dec 29, 2015	AKREX vs MRFOX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	-8.34%	Sep 28, 2018	AKREX vs GQEPX
TVRIX	Guggenheim Directional Allocation Fund	-8.45%	Jun 18, 2012	AKREX vs TVRIX
MEIFX	Meridian Enhanced Equity Fund	-8.99%	Jan 31, 2005	AKREX vs MEIFX
BBLIX	BBH Select Series - Large Cap Fund	-10.22%	Sep 9, 2019	AKREX vs BBLIX

Other Mutual Funds from Akre

Most popular Akre mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
AKRIX	Akre Focus Fund	Large Cap Growth Equities	—	—	Aug 31, 2009	AKREX vs AKRIX

Often Compared With AKREX

What investors most often compare with AKREX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	60	-3.66%	Sep 7, 2010	AKREX vs VOO
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	59	-4.39%	May 19, 1997	AKREX vs SWPPX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	59	-3.29%	Jun 27, 2016	AKREX vs VTI
YAFFX	AMG Yacktman Focused Fund	Large Cap Value Equities	22	10.26%	May 1, 1997	AKREX vs YAFFX
PRBLX	Parnassus Core Equity Fund	Large Cap Blend Equities	16	-6.17%	Aug 31, 1992	AKREX vs PRBLX
FGRO	Fidelity Growth Opportunities ETF	Global Equities, Actively Managed	—	—	Feb 2, 2021	AKREX vs FGRO
FXAIX	Fidelity 500 Index Fund	S&P 500	60	-4.34%	Feb 17, 1988	AKREX vs FXAIX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	59	-3.97%	Nov 13, 2000	AKREX vs VTSAX
FSKAX	Fidelity Total Market Index Fund	Large Cap Blend Equities	59	-3.98%	—	AKREX vs FSKAX
VOOG	Vanguard S&P 500 Growth ETF	S&P 500, Large Cap Growth Equities	62	-6.97%	Apr 5, 2019	AKREX vs VOOG
BSCFX	Baron Small Cap Fund	Small Cap Growth Equities	5	-7.98%	Sep 30, 1997	AKREX vs BSCFX
VDIPX	Vanguard Developed Markets Index Fund Institutiona...	Foreign Large Cap Equities	87	2.47%	Apr 1, 2014	AKREX vs VDIPX
BPSCX	Boston Partners Small Cap Value Fund II	Small Cap Value Equities	29	0.29%	Jul 1, 1998	AKREX vs BPSCX
MGK	Vanguard Mega Cap Growth ETF	Large Cap Growth Equities	46	-9.86%	Dec 17, 2007	AKREX vs MGK
ETG	Eaton Vance Tax Advantaged Global Dividend Income ...	Global Equities	60	-8.73%	Jan 30, 2004	AKREX vs ETG
FQAL	Fidelity Quality Factor ETF	Large Cap Growth Equities	52	-3.09%	Sep 12, 2016	AKREX vs FQAL
VUG	Vanguard Growth ETF	Large Cap Growth Equities	44	-9.39%	Nov 13, 2000	AKREX vs VUG
MOAT	VanEck Vectors Morningstar Wide Moat ETF	Large Cap Blend Equities	31	-6.87%	Apr 24, 2012	AKREX vs MOAT
QUAL	iShares MSCI USA Quality Factor ETF	Large Cap Blend Equities	45	-2.74%	Jul 18, 2013	AKREX vs QUAL
SPHQ	Invesco S&P 500 Quality ETF	S&P 500, Large Cap Value Equities	54	1.46%	Dec 6, 2005	AKREX vs SPHQ

Compare AKREX with Any Fund or Stock

Compare AKREX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Akre Focus Fund Retail Class

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