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AKRE - ETF AI Analysis

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AKRE

Akre Focus ETF (AKRE)

Rating:67Neutral
Price Target:
AKRE, the Akre Focus ETF, earns a solid overall rating thanks to high-quality core holdings like Mastercard, Visa, and Moody’s, which show strong financial performance, positive earnings call sentiment, and healthy growth prospects. These strengths are partly offset by risks such as high valuations, some bearish technical trends, and leverage concerns in several holdings like Brookfield and Fair Isaac, meaning the fund’s quality comes with sensitivity to market pullbacks and interest-rate conditions. Overall, investors are getting a concentrated portfolio of strong growers, but with notable valuation and debt-related risk to watch.
Positive Factors
Strong Top Holdings
Several of the largest positions, such as Mastercard and Visa, have shown strong performance, contributing positively to the fund's returns.
Sector Focus on Financials and Technology
The ETF's heavy allocation to financial and technology sectors provides exposure to industries with long-term growth potential.
Geographic Diversification
While primarily U.S.-focused, the fund includes exposure to Canada and France, adding some international diversification.
Negative Factors
High Expense Ratio
The ETF's expense ratio is higher than many similar funds, which could eat into investor returns over time.
Over-Concentration in Top Holdings
A significant portion of the portfolio is concentrated in a few top holdings, increasing the risk of underperformance if these stocks struggle.
Recent Underperformance
The fund has delivered negative year-to-date performance, which may concern investors seeking consistent returns.

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

AKRE Summary

The Akre Focus ETF (AKRE) is an actively managed fund that invests in high-quality U.S. companies with strong growth potential and excellent financial health. It focuses on firms with high returns on capital and effective management, aiming for long-term growth. Some of its top holdings include well-known companies like Mastercard and Visa. This ETF is a good option for investors seeking growth and diversification across sectors like financials and technology. However, it’s important to note that the fund’s performance can fluctuate with the market, and its focus on specific sectors may increase risk during economic downturns.
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. financials and tech, and that concentration is cutting both ways right now. Payment giants Mastercard and Visa, normally steady engines, have been losing a bit of steam, while private equity player KKR and data powerhouse Moody’s have also been lagging, adding drag to returns. On the tech side, software names like Constellation Software and CoStar have seen a rough patch, with shares sliding rather than lifting the fund. With its holdings clustered in a few high‑quality, growth‑oriented names, the ETF is very much a focused U.S. story, for better or worse.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Mastercard12.68%$875.83M$444.11B-5.62%
75
Outperform
Constellation Software11.60%$800.84MC$53.49B-46.28%
72
Outperform
Brookfield Corporation9.13%$630.31M$94.22B14.20%
65
Neutral
Visa7.95%$549.29M$585.41B-7.43%
70
Outperform
KKR & Co6.97%$481.50M$76.61B-24.16%
69
Neutral
Topicus.com6.32%$436.69MC$8.16B-23.67%
61
Neutral
Roper Technologies5.63%$388.70M$36.13B-38.34%
71
Outperform
Moody's5.55%$383.06M$76.24B-3.77%
77
Outperform
CoStar Group5.23%$360.89M$18.32B-44.58%
61
Neutral
Fair Isaac4.59%$317.15M$26.83B-37.15%
69
Neutral

AKRE Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
59.22
Negative
100DMA
200DMA
Market Momentum
MACD
-1.15
Positive
RSI
35.14
Neutral
STOCH
6.06
Positive
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 55.91, equal to the 50-day MA of 59.22, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -1.15 indicates Positive momentum. The RSI at 35.14 is Neutral, neither overbought nor oversold. The STOCH value of 6.06 is Positive, 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
$6.90B0.98%
67
Neutral
$8.93B0.33%
72
Outperform
$3.54B0.50%
75
Outperform
$2.59B0.14%
73
Outperform
$2.20B0.31%
69
Neutral
$2.12B0.34%
73
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AKRE
Akre Focus ETF
53.89
-13.43
-19.95%
CGUS
Capital Group Core Equity ETF
QLTY
GMO U.S. Quality ETF
DCOR
Dimensional US Core Equity 1 ETF
APUE
ActivePassive U.S. Equity ETF
TSPA
T. Rowe Price U.S. Equity Research 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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