AKRSX Mutual Fund

NAV$66.77

Fund Essentials

Net Assets
$1.1B
Expense Ratio
0.98%
Dividend Yield (Current)
9.23%
Holdings
19
Inception Date
Aug 31, 2015
Fund Family
AKRE Capital Management, LLC
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+4.37%
1 Year+8.33%
3 Year+24.31%
5 Year+13.12%
10 Year+16.32%

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)
9.23%
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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AKRSX Mutual Fund Overview

AKRSX Mutual Fund (Akre Focus Fund Supra Institutional Class) is managed by AKRE Capital Management, LLC with $1.08B in net assets. AKRSX expense ratio is 0.98%, holding 19 positions across various sectors. Inception date: 2015-08-31.

AKRSX performance shows a YTD return of 4.37%. The 1-year return is 8.33% and the 5-year return is 13.12%. AKRSX dividend yield stands at 9.23%, paid annually.

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

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