Akre Focus Fund (AKRIX) Alternatives

Akre Focus Fund (AKRIX) 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 AKRIX. 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 AKRIX

AKRIX charges 1.04% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among AKRIX alternatives.

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

Best Risk-Adjusted Alternatives to AKRIX

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	AKRIX vs ONERX
FCGSX	Fidelity Series Growth Company Fund	88	Nov 7, 2013	AKRIX vs FCGSX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	87	Aug 17, 1999	AKRIX vs VTMGX
ADX	Adams Diversified Equity Fund, Inc.	85	Jan 2, 1990	AKRIX vs ADX
BPTRX	Baron Partners Fund	84	Apr 30, 2003	AKRIX vs BPTRX

Top Performing AKRIX Alternatives (YTD)

AKRIX 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	AKRIX vs GQEPX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	2.46%	Aug 17, 1999	AKRIX vs VTMGX
IOLZX	ICON Equity Fund	2.04%	Oct 17, 2002	AKRIX vs IOLZX
AMRGX	American Growth Fund Series One	1.60%	Jul 31, 1958	AKRIX vs AMRGX
BBLIX	BBH Select Series - Large Cap Fund	1.58%	Sep 9, 2019	AKRIX vs BBLIX

Lowest Volatility Alternatives to AKRIX

AKRIX 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	AKRIX vs BLUEX
MRFOX	Marshfield Concentrated Opportunity Fund	11.83%	Dec 29, 2015	AKRIX vs MRFOX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	12.41%	Sep 28, 2018	AKRIX vs GQEPX
TVRIX	Guggenheim Directional Allocation Fund	12.61%	Jun 18, 2012	AKRIX vs TVRIX
PROVX	Provident Trust Strategy Fund	14.60%	Dec 30, 1986	AKRIX vs PROVX

Lowest Drawdown Alternatives to AKRIX

AKRIX 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	AKRIX vs MRFOX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	-8.34%	Sep 28, 2018	AKRIX vs GQEPX
TVRIX	Guggenheim Directional Allocation Fund	-8.45%	Jun 18, 2012	AKRIX vs TVRIX
MEIFX	Meridian Enhanced Equity Fund	-8.99%	Jan 31, 2005	AKRIX vs MEIFX
BBLIX	BBH Select Series - Large Cap Fund	-10.22%	Sep 9, 2019	AKRIX 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
AKREX	Akre Focus Fund Retail Class	Large Cap Growth Equities	—	—	Aug 31, 2009	AKRIX vs AKREX

Often Compared With AKRIX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	-3.65%	Jan 22, 1993	AKRIX vs SPY
PRILX	Parnassus Core Equity Institutional Shares	Large Cap Blend Equities	16	-6.18%	—	AKRIX vs PRILX
DDVIX	Delaware Value Fund	Large Cap Value Equities	41	2.86%	Sep 14, 1998	AKRIX vs DDVIX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	43	12.17%	Oct 20, 2011	AKRIX vs SCHD
QQQ	Invesco QQQ ETF	Large Cap Growth Equities	65	-4.76%	Mar 10, 1999	AKRIX vs QQQ
QQQM	Invesco NASDAQ 100 ETF	Large Cap Growth Equities	66	-4.75%	Oct 13, 2020	AKRIX vs QQQM
TRBCX	T. Rowe Price Blue Chip Growth Fund	Large Cap Growth Equities	27	-11.24%	Jun 30, 1993	AKRIX vs TRBCX
VGT	Vanguard Information Technology ETF	Technology Equities	62	-6.16%	Mar 25, 2004	AKRIX vs VGT
VOOG	Vanguard S&P 500 Growth ETF	S&P 500, Large Cap Growth Equities	62	-6.97%	Apr 5, 2019	AKRIX vs VOOG
QYLD	Global X NASDAQ 100 Covered Call ETF	Derivative Income	68	0.61%	Dec 12, 2013	AKRIX vs QYLD
IYG	iShares U.S. Financial Services ETF	Financials Equities	21	-9.82%	Jun 12, 2000	AKRIX vs IYG
POAGX	PrimeCap Odyssey Aggressive Growth Fund	Mid Cap Growth Equities	70	-6.55%	Nov 1, 2004	AKRIX vs POAGX
VUG	Vanguard Growth ETF	Large Cap Growth Equities	44	-9.39%	Nov 13, 2000	AKRIX vs VUG
DODGX	Dodge & Cox Stock Fund Class I	Large Cap Value Equities	18	-1.65%	Jan 4, 1965	AKRIX vs DODGX
IWF	iShares Russell 1000 Growth ETF	Large Cap Growth Equities	45	-9.05%	May 22, 2000	AKRIX vs IWF
VOO	Vanguard S&P 500 ETF	S&P 500	60	-3.66%	Sep 7, 2010	AKRIX vs VOO
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	59	-3.97%	Nov 13, 2000	AKRIX vs VTSAX
GXXIX	abrdn U.S. Sustainable Leaders Fund	Large Cap Growth Equities	8	-7.53%	Jun 30, 2000	AKRIX vs GXXIX
RYGRX	Rydex S&P 500 Pure Growth Fund	Large Cap Growth Equities	39	-0.20%	Feb 20, 2004	AKRIX vs RYGRX
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	79	-5.56%	Mar 15, 2001	AKRIX vs ANFFX

Compare AKRIX with Any Fund or Stock

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

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Akre Focus Fund

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