- What are the top holdings of AKREX?
- A machine-readable holdings disclosure for Akre Focus Fund Retail Class (AKREX) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does AKREX invest in?
- Akre Focus Fund Retail Class (AKREX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is AKREX most exposed to?
- AKREX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is AKREX a US-only fund?
- The country allocation card on this page shows AKREX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does AKREX invest in?
- The fund's main goal is to generate significant capital appreciation over a long timeframe. It primarily allocates its assets to the securities of businesses that are publicly traded on U.S. stock exchanges. The core of its holdings consists of common shares issued by companies, irrespective of their market valuation. Additionally, the fund has the option to invest in various other equity-related instruments. These may include preferred stocks, warrants, options contracts, and other holdings analogous to equity, such as interests in partnerships, limited liability companies, business trusts, and Real Estate Investment Trusts (REITs). It is also permitted to acquire securities that are convertible into common stock. This investment vehicle is structured as non-diversified.
