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AKRE - ETF AI Analysis

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AKRE

Akre Focus ETF (AKRE)

Rating:67Neutral
Price Target:
AKRE’s rating suggests it is a solid but not low-risk ETF, driven mainly by high-quality, growth-focused holdings like Mastercard, Visa, and Moody’s, which show strong financial performance, positive earnings commentary, and supportive long-term growth trends. However, several key positions such as Constellation Software, CoStar Group, and others face concerns around high valuations, leverage, and bearish technical signals, and the fund’s heavy concentration in a relatively small set of similar, growth-oriented companies increases the risk if market sentiment turns against expensive growth stocks.
Positive Factors
Focused Quality Approach
The ETF concentrates on a select group of well-known, established companies, aiming to build a portfolio of high-quality businesses.
Clear Sector Emphasis
Large weights in financial and technology companies give the fund a clear focus on sectors that can benefit from long-term growth and innovation.
Meaningful North American Exposure
Most of the fund is invested in the U.S. and Canada, giving investors broad access to major North American markets.
Negative Factors
High Expense Ratio
The fund charges relatively high fees for an ETF, which can eat into investor returns over time.
Weak Recent Performance
The ETF has shown weak performance so far this year and in recent months, which may concern investors looking for near-term strength.
Concentrated Holdings and Sectors
A small number of stocks and heavy exposure to financial and technology names mean the fund is less diversified and more sensitive to setbacks in those areas.

AKRE vs. SPDR S&P 500 ETF (SPY)

AKRE Summary

Akre Focus ETF (AKRE) is an actively managed fund that picks a small group of high-quality companies rather than tracking a set index. It mainly invests in U.S. businesses, with a focus on financial and technology firms that have strong profits and long-term growth potential. Well-known holdings include Mastercard and Visa. Someone might consider AKRE if they want a concentrated, long-term growth investment run by professional stock pickers instead of a broad index fund. However, because it holds a focused group of stocks and leans heavily on financial and tech companies, its price can move up and down more than the overall market.
How much will it cost me?The Akre Focus ETF (AKRE) has an expense ratio of 0.98%, which means you’ll pay $9.80 per year for every $1,000 you invest. This is higher than the average expense ratio for ETFs because it is actively managed, meaning professional managers carefully select the fund’s investments rather than simply tracking an index.
What would affect this ETF?The Akre Focus ETF could benefit from strong growth in the financial and technology sectors, which make up a significant portion of its holdings, especially as companies like Mastercard, Visa, and Constellation Software continue to innovate and expand. However, rising interest rates or economic slowdowns could negatively impact consumer spending and borrowing, potentially affecting the performance of financial and consumer cyclical stocks in the portfolio. Additionally, changes in U.S. regulations or tax policies could influence the ETF's top holdings and overall performance.

AKRE Top 10 Holdings

Akre Focus ETF is heavily tilted toward U.S. (and some Canadian-listed) financial and tech names, with Mastercard and Visa acting as twin engines in payments—but both have been losing altitude lately, weighing on returns. Private equity giant KKR is one of the few bright spots in the short term, showing some renewed momentum after a rough stretch. Software consolidators Constellation Software and Topicus.com, along with data names like Fair Isaac and CoStar, are also lagging, so the fund’s concentrated bet on high-quality financial and software franchises is currently more of a headwind than a tailwind.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Mastercard12.79%$846.78M$447.24B3.29%
75
Outperform
Constellation Software10.84%$717.74MC$51.76B-43.78%
72
Outperform
Brookfield Corporation8.91%$589.78M$99.77B33.20%
65
Neutral
Visa7.74%$512.49M$578.15B-2.88%
70
Outperform
KKR & Co7.65%$506.32M$81.18B-6.65%
69
Neutral
Topicus.com6.12%$404.79MC$8.13B-28.44%
61
Neutral
Roper Technologies5.95%$393.51M$37.07B-32.36%
71
Outperform
Moody's5.76%$381.40M$78.74B11.58%
77
Outperform
CoStar Group5.19%$343.74M$17.28B-45.64%
61
Neutral
Fair Isaac4.72%$312.15M$25.96B-36.12%
69
Neutral

AKRE Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
56.00
Negative
100DMA
60.29
Negative
200DMA
Market Momentum
MACD
-1.08
Negative
RSI
43.51
Neutral
STOCH
64.54
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AKRE, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 53.58, equal to the 50-day MA of 56.00, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -1.08 indicates Negative momentum. The RSI at 43.51 is Neutral, neither overbought nor oversold. The STOCH value of 64.54 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AKRE.

AKRE Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$6.54B0.98%
67
Neutral
$8.91B0.33%
72
Outperform
$3.67B0.50%
75
Outperform
$2.67B0.14%
73
Outperform
$2.22B0.34%
73
Outperform
$2.18B0.31%
70
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AKRE
Akre Focus ETF
53.26
-14.06
-20.89%
CGUS
Capital Group Core Equity ETF
QLTY
GMO U.S. Quality ETF
DCOR
Dimensional US Core Equity 1 ETF
TSPA
T. Rowe Price U.S. Equity Research ETF
APUE
ActivePassive U.S. Equity ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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