AKRIX Mutual Fund
AKRIX Mutual Fund
NAV$67.30
AUM$10.8B
TER1.06%
Holdings19
See how much of AKRIX you already own
AKRIX Mutual Fund
NAV$67.30
Akre Focus Fund Institutional Class
AUM$10.8B
TER1.06%
Holdings19
See how much of AKRIX you already own
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.