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 a closer substitute for your current allocation.
Cheapest Alternatives to AKRIX
AKRIX charges 1.04% annually. There are 310 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 | AKRIX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | AKRIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | AKRIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | AKRIX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | AKRIX vs VRGWX |
Best Risk-Adjusted Alternatives to AKRIX
Among 417 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 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 92 | 92.00B | Nov 1984 | AKRIX vs VPMCX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | AKRIX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | AKRIX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | AKRIX vs ONERX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 89 | 31.20B | Nov 2001 | AKRIX vs VHCAX |
Top Performing AKRIX Alternatives (YTD)
Among 417 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 | AKRIX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.14% | — | Feb 2004 | AKRIX vs RYGRX | |
| ICON Equity Fund | 27.60% | — | Oct 2002 | AKRIX vs IOLZX | |
| Chase Growth Fund | 27.22% | — | Dec 1997 | AKRIX vs CHASX | |
| Chase Growth Fund Institutional Class | 27.21% | — | Jan 2007 | AKRIX vs CHAIX |
Lowest Volatility Alternatives to AKRIX
Among 417 mutual funds in the Large Cap Growth Equities category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 6.87%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.87% | — | Sep 2019 | AKRIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.70% | — | Jan 2005 | AKRIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | Dec 2015 | AKRIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.19% | — | Apr 2010 | AKRIX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | AKRIX vs GQEPX |
Lowest Drawdown Alternatives to AKRIX
Among 417 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 | AKRIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | AKRIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | AKRIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | AKRIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | AKRIX vs DNVYX |
Other Mutual Funds from Akre
The 1 most viewed Akre mutual funds shown here include AKREX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Akre Focus Fund Retail Class | Large Cap Growth Equities | — | — | — | Aug 2009 | AKRIX vs AKREX |
Often Compared With AKRIX
Investors most often compare AKRIX with SPY, PRILX, DDVIX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare AKRIX with Any Fund or Stock
Compare AKRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AKRIX with funds that move differently
Akre Focus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AKRIX.
Explore AKRIX Diversifiers