Notable companies
The most notable companies in this group are VISA (NYSE:V), Mastercard (NYSE:MA), American Tower Corp (NYSE:AMT).
Industry description
The investment seeks long-term capital appreciation.
The fund invests primarily in securities of companies listed on U.S. stock exchanges. Investments consist primarily of common stocks of companies of any size market capitalization. It may also invest in preferred stocks, warrants, options, and other equity-like instruments, such as partnership interests, limited liability company interests, business trust shares and rights, REITs, and other securities that are convertible into equity securities. The fund is non-diversified.
Market Cap
The average market capitalization across the Akre Focus Retail MF is 166.41B. The market cap for tickers in the group ranges from 216.07M to 573.25B. V holds the highest valuation in this group at 573.25B. The lowest valued company is CSU at 216.07M.
Volume
The average weekly volume growth across all stocks in the Akre Focus Retail MF was 39%. For the same stocks of the MF, the average monthly volume growth was 27% and the average quarterly volume growth was -15%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 85
P/E Growth Rating: 46
Price Growth Rating: 39
SMR Rating: 50
Profit Risk Rating: 28
Seasonality Score: -12 (-100 ... +100)