AKRSX Mutual Fund Analysis & Holdings | MarketXLS

AKRSX Mutual Fund

NAV$66.77

AUM$1.1B

TER0.98%

Holdings19

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AKRSX Mutual Fund

NAV$66.77

Akre Focus Fund Supra Institutional Class

AUM$1.1B

TER0.98%

Holdings19

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare AKRSX 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 AKRSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AKRSX Mutual Fund Overlap Analysis

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

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

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