(AKRE) Akre Focus - NYSE

ETF Category: Large Growth | Exchange: NYSE (USA) | Market Cap: 5.715m USD | Total Return: -18% in 12m

Common Stocks, REITs, Equity Securities, Mutual Fund
Total Rating 22
Safety 17
Buy Signal -0.51
Large Growth
Category Rotation: -14.0
AUM: 5.72B
Avg Turnover: 44.5M
Risk 3d forecast
Volatility20.4%
VaR 5th Pctl3.88%
VaR vs Median6.02%
Reward TTM
Sharpe Ratio-1.71
Rel. Str. IBD13.8
Rel. Str. Peer Group0.7
Character TTM
Beta0.485
Beta Downside0.679
Hurst Exponent0.488
Drawdowns 3y
Max DD24.18%
CAGR/Max DD-1.18
CAGR/Mean DD-2.17

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: AKRE Akre Focus

AKRE is a non-diversified exchange-traded fund that primarily targets common stocks listed on U.S. exchanges. The fund maintains a broad mandate, allowing for investments across all market capitalizations and various equity-linked instruments, including REITs, warrants, and partnership interests.

The funds focus on Large Growth typically involves companies with high earnings retention and competitive advantages, often referred to as moats. Because the fund is non-diversified, it can hold larger positions in fewer issuers compared to diversified funds, which increases concentration risk but allows for higher conviction in specific business models. For a more granular look at these holdings, you can explore the data on ValueRay.

Headlines to Watch Out For
  • Concentrated portfolio performance drives net asset value and investor capital inflows
  • Management fee revenue fluctuates based on total assets under management volatility
  • Strategic focus on high-quality compounders impacts long-term capital appreciation potential
  • Shifts in domestic equity market valuations dictate underlying fund share pricing
  • Non-diversified status increases sensitivity to individual security price movements and risks
What is the price of AKRE shares?

As of June 11, 2026, the stock is trading at USD 55.19 with a total of 578,324 shares traded.
Over the past week, the price has changed by +0.13%, over one month by +3.84%, over three months by -4.48% and over the past year by -18.02%.

Is AKRE a buy, sell or hold?

Akre Focus has no consensus analysts rating.