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Akre Focus Fund Retail Class (AKREX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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58.93+0.15 (+0.26%)
At close: 8:01PM EDT
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Previous Close58.78
YTD Return7.98%
Expense Ratio (net)1.31%
CategoryLarge Growth
Last Cap Gain0.00
Morningstar Rating★★★★
Morningstar Risk RatingLow
Sustainability Rating
Net Assets14.55B
Beta (5Y Monthly)0.80
Yield0.00%
5y Average ReturnN/A
Holdings Turnover4.00%
Last Dividend0.00
Average for CategoryN/A
Inception DateAug 31, 2009
  • 5 Great Funds for a Down Market
    Kiplinger

    5 Great Funds for a Down Market

    "Everyone has a plan until they get punched in the mouth." Fearsome former heavyweight champ Mike Tyson wasn't talking about investors when he dispensed that particular piece of wisdom. But with the walloping portfolios have taken in recent months, he might as well have been. The recent stock market plunge serves as a wake-up call (if not an uppercut to the jaw) for investors.If major declines in your mutual funds have you reconsidering just how much of a beating you're willing to take, consider adding a fund that holds up in difficult markets. From the 2007-09 bear market through today's turmoil, Standard & Poor's 500-stock index has had five downturns of 15% or more. And, with one exception, the large-company stock funds below held up better than the index on every occasion (Akre Focus didn't open for business until 2009). These funds won't dazzle when the market returns to bull form. But by surrendering less when the market flounders, they've each built market-beating track records over the long term. SEE ALSO: 11 Best E-Commerce Stocks for Electrifying Returns