AKRIX Mutual Fund

NAV$67.30

AUM$10.8B

TER1.06%

Holdings19

AKRIX Mutual Fund

NAV$67.30

Akre Focus Fund Institutional Class

AUM$10.8B

TER1.06%

Holdings19

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Holdings Overlap Analysis

Compare AKRIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings AKRIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AKRIX Mutual Fund Overlap Analysis

AKRIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

AKRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 19 holdings, AKRIX may share significant positions with broad-market funds.

AKRIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AKRIX tax-loss harvesting finds highly correlated but non-identical funds.