AKRIX Alternatives & Similar Mutual Funds

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 315 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
ACIHX	American Century Growth Fund G Class	0.01%	—	Mar 2022	AKRIX vs ACIHX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.03%	378.80B	May 1998	AKRIX vs VIGIX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	4.75B	Dec 2017	AKRIX vs SWLGX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	AKRIX vs FSPGX
VIGAX	Vanguard Growth Index Fund Admiral Shares	0.05%	378.80B	Nov 2000	AKRIX vs VIGAX

Best Risk-Adjusted Alternatives to AKRIX

Among 419 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
DNVYX	Davis New York Venture Fund Class Y	90	—	Feb 1969	AKRIX vs DNVYX
VPMCX	Vanguard PRIMECAP Fund Investor Shares	90	96.10B	Nov 1984	AKRIX vs VPMCX
VHCAX	Vanguard Capital Opportunity Fund Admiral Shares	84	32.70B	Nov 2001	AKRIX vs VHCAX
CHASX	Chase Growth Fund	82	—	Dec 1997	AKRIX vs CHASX
FDSSX	Fidelity Stock Selector All Cap Fund	80	—	Sep 1990	AKRIX vs FDSSX

Top Performing AKRIX Alternatives (YTD)

Among 419 mutual funds in the Large Cap Growth Equities category with YTD return data, the top-performing alternatives shown here go as high as 28.40%.

Symbol	Name	YTD Return	AUM	Inception
IOLZX	ICON Equity Fund	28.40%	—	Oct 2002	AKRIX vs IOLZX
CHASX	Chase Growth Fund	22.47%	—	Dec 1997	AKRIX vs CHASX
CHAIX	Chase Growth Fund Institutional Class	22.42%	—	Jan 2007	AKRIX vs CHAIX
FUMIX	Fidelity SAI U.S. Momentum Index Fund	20.70%	—	Feb 2017	AKRIX vs FUMIX
VPMCX	Vanguard PRIMECAP Fund Investor Shares	20.64%	96.10B	Nov 1984	AKRIX vs VPMCX

Lowest Volatility Alternatives to AKRIX

Among 419 mutual funds in the Large Cap Growth Equities category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 6.77%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	6.77%	—	Sep 2019	AKRIX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	9.96%	—	Jan 2005	AKRIX vs MEIFX
AWYIX	CIBC Atlas Equity Income Fund	10.24%	—	Apr 2010	AKRIX vs AWYIX
MRFOX	Marshfield Concentrated Opportunity Fund	10.40%	—	Dec 2015	AKRIX vs MRFOX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	10.57%	—	Sep 2018	AKRIX vs GQEPX

Lowest Drawdown Alternatives to AKRIX

Among 419 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
BBLIX	BBH Select Series - Large Cap Fund	-3.63%	—	Sep 2019	AKRIX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	-4.80%	—	Jan 2005	AKRIX vs MEIFX
AQEIX	LKCM Aquinas Catholic Equity Fund	-7.02%	—	Jul 2005	AKRIX vs AQEIX
MRFOX	Marshfield Concentrated Opportunity Fund	-7.03%	—	Dec 2015	AKRIX vs MRFOX
DNVYX	Davis New York Venture Fund Class Y	-7.97%	—	Feb 1969	AKRIX vs DNVYX

Often Compared With AKRIX

Investors most often compare AKRIX with SPY, PRILX, DDVIX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SPY	State Street SPDR S&P 500 ETF	S&P 500	67	10.13%	789.06B	Jan 1993	AKRIX vs SPY
PRILX	Parnassus Core Equity Institutional Shares	Large Cap Blend Equities	20	7.88%	—	—	AKRIX vs PRILX
DDVIX	Delaware Value Fund	Large Cap Value Equities	41	8.81%	—	Sep 1998	AKRIX vs DDVIX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	24.03%	104.16B	Oct 2011	AKRIX vs SCHD
QQQ	Invesco QQQ ETF	Nasdaq-100	49	12.26%	452.80B	Mar 1999	AKRIX vs QQQ
QQQM	Invesco NASDAQ 100 ETF	Nasdaq-100	49	12.29%	97.11B	Oct 2020	AKRIX vs QQQM
TRBCX	T. Rowe Price Blue Chip Growth Fund	Large Cap Growth Equities	8	-3.32%	—	Jun 1993	AKRIX vs TRBCX
VGT	Vanguard Information Technology ETF	Technology Equities	52	20.36%	169.20B	Mar 2004	AKRIX vs VGT
QYLD	Global X NASDAQ 100 Covered Call ETF	Nasdaq-100, Derivative Income	83	7.67%	8.09B	Dec 2013	AKRIX vs QYLD
VOOG	Vanguard S&P 500 Growth ETF	S&P 500, Large Cap Growth Equities	43	9.98%	26.40B	Sep 2010	AKRIX vs VOOG
AKREX	Akre Focus Fund Retail Class	Large Cap Growth Equities, Actively Managed	—	—	—	Aug 2009	AKRIX vs AKREX
IYG	iShares U.S. Financial Services ETF	Financials Equities	26	4.15%	2.17B	Jun 2000	AKRIX vs IYG
GXXIX	abrdn U.S. Sustainable Leaders Fund	Large Cap Growth Equities	10	3.33%	—	Jun 2000	AKRIX vs GXXIX
RYGRX	Rydex S&P 500 Pure Growth Fund	Large Cap Growth Equities	21	18.58%	—	Feb 2004	AKRIX vs RYGRX
VOO	Vanguard S&P 500 ETF	S&P 500	68	10.16%	1.70T	Sep 2010	AKRIX vs VOO
VUG	Vanguard Growth ETF	Large Cap Growth Equities	28	5.02%	378.80B	Jan 2004	AKRIX vs VUG
PTLDX	PIMCO Low Duration Fund	Short-Term Bond	71	0.42%	—	May 1987	AKRIX vs PTLDX
AMRGX	American Growth Fund Series One	Large Cap Growth Equities	56	17.06%	—	Jul 1958	AKRIX vs AMRGX
BPTRX	Baron Partners Fund	Large Cap Growth Equities	34	-3.59%	—	Apr 2003	AKRIX vs BPTRX
POAGX	PRIMECAP Odyssey Aggressive Growth Fund	Mid Cap Growth Equities	78	20.34%	—	Nov 2004	AKRIX vs POAGX

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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Diversifiers

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.

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Akre Focus Fund (AKRIX) AlternativesDelisted