evenfolio
AkreLarge GrowthAKRE · NYSE Arca

Akre Focus ETF (AKRE)

Price
$56.98
11 Sept 2026
Assets
$5.4B
Total net assets
Expense ratio
0.98%
Category 0.90%
Yield
0.00%
Trailing distributions
3Y CAGR
Category 21.9%
5Y CAGR
Category 9.9%
Loading NAV history…
Akre Focus ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-2.9%+4.4%+7.1%-13.0%-15.8%
Large Growth average-2.1%1.2%15.6%9.0%12.3%21.9%9.9%16.6%12.8%
Difference-0.8%+3.2%-8.5%-22.0%-28.6%

Holdings

The 10 largest positions make up 78.3% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
MAMastercard Inc Class A13.34%
CSU.TOConstellation Software Inc12.22%
TOI.VTopicus com Inc Ordinary Shares (Sub Voting)7.50%
ROPRoper Technologies Inc7.19%
KKRKKR & Co Inc Ordinary Shares7.11%
VVisa Inc Class A6.83%
MCOMoodys Corp6.67%
BN.TOBrookfield Corp Registered Shs -A- Limited Vtg6.48%
FICOFair Isaac Corp5.93%
CSGPCoStar Group Inc5.05%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
34.5
P/B
4.9
P/S
4.9
P/CF
18.6

Sector allocation

Share of the equity the fund holds.

43.2%Technology5 sectors
  1. Technology43.2%
  2. Financial services40.7%
  3. Consumer discretionary6.7%
  4. Real estate5.1%
  5. Industrials4.3%

Asset mix

  • Stocks99.4%
  • Cash1.7%

ETF details

Issuer
Akre
Category
Equity · Large Growth
Ticker
AKRE
Exchange
NYSE Arca
Inception
31 Aug 2009 (17.0 years)
Structure
Exchange Traded Fund
Expense ratio
0.98% (category 0.90%)
Holdings turnover
6% (category 62%)
Distribution yield
0.00%
Beta, 3 years
0.88
Total net assets
$5.4B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other large growth ETFs

Other ETFs in the Large Growth category.

Search

Search funds, pages and tools