AKRIX Mutual Fund

NAV$67.30

Fund Essentials

Net Assets
$10.8B
Expense Ratio
1.06%
Dividend Yield (Current)
4.48%
Holdings
19
Inception Date
Aug 31, 2009
Fund Family
AKRE Capital Management, LLC
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+4.33%
1 Year+3.71%
3 Year+18.72%
5 Year+9.27%
10 Year+14.27%

Asset Allocation

Stocks: 93.82%
Cash: 6.18%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
4.48%
Frequency
Annually
Latest Distribution
$2.34
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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AKRIX Mutual Fund Overview

AKRIX Mutual Fund (Akre Focus Fund Institutional Class) is managed by AKRE Capital Management, LLC with $10.84B in net assets. AKRIX expense ratio is 1.06%, holding 19 positions across various sectors. Inception date: 2009-08-31.

AKRIX performance shows a YTD return of 4.33%. The 1-year return is 3.71% and the 5-year return is 9.27%. AKRIX dividend yield stands at 4.48%, paid annually.

AKRIX top holdings include a diversified portfolio. View all AKRIX holdings, sector breakdown, or dividend history.

AKRIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AKRIX alternatives are available via the screener, along with tax-loss harvesting opportunities.