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Akre Focus - Retail: (MF: AKREX)

(NASDAQ Mutual Funds) As of Oct 16, 2024 08:00 PM ET

$69.13 USD

+0.44 (0.64%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for AKREX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Sell 5
MF Research Report

Fund Description

NA

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Akre Focus Retail AKREX NA NA 1.00 0.25 0.90 1.31

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Akre Focus Retail AKREX 69.13 8/31/2009 0.00 38.24 7.83 12.64
Akre Focus Inst AKRIX 71.60 8/31/2009 0.00 38.59 8.12 12.93

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Akre Focus Retail AKREX 2000 250 1000 A

Contact Information

Family Akre
Address 2 West Marshall Street
Middleburg, VA 20118
Phone 877 862-9556