Morningstar

Akre Focus ETF AKRE

Morningstar Medalist Rating
Medalist Rating as of | See Akre Investment Hub

Morningstar’s Analysis AKRE

Will AKRE outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AKRE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AKRE management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AKRE’s parent organization’s priorities and whether they’re in line with investors’ interests.

A stock-picker's portfolio—for better or worse.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Because of its team's boldness and selectivity, Akre Focus ETF's appeal—and its success—depends on manager John Neff and his colleagues' stock-picking ability.

by Tony Thomas
Rated on Published on

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Portfolio Holdings AKRE

More AKRE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 78.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mastercard Inc Class A

14.36 645M
Financial Services

Constellation Software Inc

12.63 567M
Technology

Visa Inc Class A

7.44 334M
Financial Services

Topicus com Inc Ordinary Shares (Sub Voting)

7.15 321M
Technology

Moodys Corp

6.90 310M
Financial Services

KKR & Co Inc Ordinary Shares

6.81 306M
Financial Services

Roper Technologies Inc

6.81 306M
Technology

Brookfield Corp Registered Shs -A- Limited Vtg

6.59 296M
Financial Services

CoStar Group Inc

5.18 233M
Real Estate

Copart Inc

4.25 191M
Industrials

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