Akre Focus Retail (AKREX)
* As of 31-Dec-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.35%|
Performance & Risk
|5y Avg Return:||18.75%|
|Rank in Category (ytd):||21|
|% Rank in Category (ytd):||2.8%|
|Morningstar Risk Rating:||1|
The investment seeks long-term capital appreciation.
The fund invests primarily in securities of companies listed on U.S. stock exchanges. Investments consist primarily of common stocks of companies of any capitalization range. It may also invest in preferred stocks, warrants, options, and other equity-like instruments, such as partnership interests, limited liability company interests, business trust shares and rights and other securities that are convertible into equity securities. The fund is non-diversified. View More