Akre Focus Fund Buy Hold or Sell Recommendation

AKRSX Fund  USD 71.43  0.85  1.20%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Akre Focus Fund is 'Strong Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Akre Focus Fund given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Akre Focus Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Akre Focus Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note, we conduct extensive research on individual funds such as Akre and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Akre Focus Fund. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in state.

Execute Akre Focus Buy or Sell Advice

The Akre recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Akre Focus Fund. Macroaxis does not own or have any residual interests in Akre Focus Fund or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Akre Focus' advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Akre FocusBuy Akre Focus
Strong Hold

Market Performance

WeakDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Akre Focus Fund has a Risk Adjusted Performance of 0.0215, Jensen Alpha of (0.08), Total Risk Alpha of (0.13), Sortino Ratio of (0.09) and Treynor Ratio of 0.0177
Macroaxis provides unbiased investment recommendation on Akre Focus Fund that should be used to complement current analysts and expert consensus on Akre Focus Fund. Our trade advice engine determines the fund's potential to grow exclusively from the perspective of an investors' current risk tolerance and investing horizon. Please makes use of Akre Focus number of employees and ten year return to make buy, hold, or sell decision on Akre Focus Fund.

Akre Focus Trading Alerts and Improvement Suggestions

The fund holds 95.47% of its assets under management (AUM) in equities

Akre Focus Returns Distribution Density

The distribution of Akre Focus' historical returns is an attempt to chart the uncertainty of Akre Focus' future price movements. The chart of the probability distribution of Akre Focus daily returns describes the distribution of returns around its average expected value. We use Akre Focus Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Akre Focus returns is essential to provide solid investment advice for Akre Focus.
Mean Return
0.02
Value At Risk
-0.99
Potential Upside
1.24
Standard Deviation
0.89
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Akre Focus historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Akre Focus Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Akre Focus or Akre sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Akre Focus' price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Akre fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over Dow Jones
-0.08
β
Beta against Dow Jones0.80
σ
Overall volatility
0.91
Ir
Information ratio -0.11

Akre Focus Volatility Alert

Akre Focus Fund has relatively low volatility with skewness of -1.61 and kurtosis of 7.63. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Akre Focus' mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Akre Focus' mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Akre Focus Fundamentals Vs Peers

Comparing Akre Focus' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Akre Focus' direct or indirect competition across all of the common fundamentals between Akre Focus and the related equities. This way, we can detect undervalued stocks with similar characteristics as Akre Focus or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Akre Focus' fundamental indicators could also be used in its relative valuation, which is a method of valuing Akre Focus by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Akre Focus to competition
FundamentalsAkre FocusPeer Average
Year To Date Return23.85 %0.39 %
One Year Return28.93 %4.15 %
Three Year Return8.39 %3.60 %
Five Year Return13.48 %3.24 %
Ten Year Return17.93 %1.79 %
Net Asset8.14 B4.11 B
Cash Position Weight4.01 %10.61 %
Equity Positions Weight95.47 %63.90 %

Akre Focus Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Akre . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Akre Focus Buy or Sell Advice

When is the right time to buy or sell Akre Focus Fund? Buying financial instruments such as Akre Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Akre Focus in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run Books Thematic Idea Now

Books
Books Theme
Companies involved in publishing of books, newspapers, periodicals and other mass publications. The Books theme has 48 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Books Theme or any other thematic opportunities.
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Other Information on Investing in Akre Mutual Fund

Akre Focus financial ratios help investors to determine whether Akre Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Akre with respect to the benefits of owning Akre Focus security.
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