Akre Focus Fund Retail Class (AKREX)
Akre Focus Fund Retail Class operates in the Asset Management industry of the Financial Services sector, headquartered in Milwaukee, WI, US. The stock last traded at $62.87, down 1.73% on the session, giving a market capitalisation of $9.98B. Its beta of 1.05 implies it has historically moved more than the broad market.
The fund's main goal is to generate significant capital appreciation over a long timeframe. It primarily allocates its assets to the securities of businesses that are publicly traded on U.S. stock exchanges. The core of its holdings consists of common shares issued by companies, irrespective of their market valuation. Additionally, the fund has the option to invest in various other equity-related instruments. These may include preferred stocks, warrants, options contracts, and other holdings analogous to equity, such as interests in partnerships, limited liability companies, business trusts, and Real Estate Investment Trusts (REITs). It is also permitted to acquire securities that are convertible into common stock. This investment vehicle is structured as non-diversified.
Akre Focus Fund Retail Class is most often compared with the following Financial Services names: