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AKREX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$69.87
Change
+$0.21 (+0.30%)
Net Assets
12.1B

AKREX Akre Focus Retail Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Large Growth
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A.I.Advisor
published Highlights

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 198.88B. The market cap for tickers in the group ranges from 216.07M to 668.6B. V holds the highest valuation in this group at 668.6B. 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 15%. For the same stocks of the MF, the average monthly volume growth was -15% and the average quarterly volume growth was -2%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 80
P/E Growth Rating: 33
Price Growth Rating: 41
SMR Rating: 41
Profit Risk Rating: 37
Seasonality Score: -40 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Professionally Managed Portfolios615 EAST MICHIGAN STREETMilwaukee
Phone
N/A
Web
N/A
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AKREX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AKREX has been closely correlated with GFACX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if AKREX jumps, then GFACX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AKREX
1D Price
Change %
AKREX100%
N/A
GFACX - AKREX
86%
Closely correlated
-0.07%
AGTHX - AKREX
71%
Closely correlated
-0.07%
CGFAX - AKREX
70%
Closely correlated
-0.06%
RGABX - AKREX
70%
Closely correlated
-0.07%
RGAAX - AKREX
68%
Closely correlated
-0.07%
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