PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan

Akre Focus Fund Retail Class (AKREX) Diversifiers
Delisted

Mutual Fund · Currency in USD · Last updated Jun 25, 2026

The Akre Focus Fund (AKREX) primarily invests in securities of companies listed on U.S. stock exchanges. Its investments mainly consist of common stocks of companies of any market capitalization size. It may also invest in other equity-related instruments such as preferred stocks, warrants, options, partnership interests, limited liability company interests, business trust shares and rights, REITs, and other securities that can be converted into equity securities.

Looking to diversify beyond AKREX? The mutual funds below have the lowest correlation with AKREX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from AKREX.

Best Diversifiers for AKREX

34 mutual funds have low correlation with AKREX (below 0.3), 0 of which are negatively correlated. The least correlated is DoubleLine Low Duration Bond Fund (DBLSX) (Short-Term Bond) with a 1Y correlation of 0.02, down from 0.16 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
DBLSX
DoubleLine Low Duration Bond Fund0.020.180.16
97
Short-Term BondAKREX vs DBLSX
VFSTX
Vanguard Short-Term Investment-Grade Fund Investor...0.050.230.22
52
Total Bond MarketAKREX vs VFSTX
FOKFX
Fidelity OTC K6 Portfolio0.110.450.66
73
Large Cap Growth EquitiesAKREX vs FOKFX
JGLTX
Janus Henderson VIT Global Technology and Innovati...0.110.480.67
60
Technology EquitiesAKREX vs JGLTX
CHASX
Chase Growth Fund0.120.550.69
86
Large Cap Growth EquitiesAKREX vs CHASX
See all 34 diversifiers for AKREX

To view more results, upgrade your current subscription plan.

Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from AKREX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to AKREX and solid risk/return profiles. The least correlated is Prologis, Inc. (PLD) (Real Estate) with a 1Y correlation of 0.15, down from 0.55 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
PLD
Prologis, Inc.0.150.460.55
84
Real Estate
TMO
Thermo Fisher Scientific Inc.0.180.390.52
61
Healthcare
CDNS
Cadence Design Systems, Inc.0.190.440.59
61
Technology

Rows per page

1–3 of 3

Diversification Analysis

Build a portfolio that complements AKREX

Add AKREX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.

Analyze a portfolio with AKREX