Investment Test Drive

AKRIX Akre Focus Instl

1 lower fee alternative found

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Fund AKRIX Akre Focus Instl TARKX Tarkio  
Similarity
?
100% 86%
Annual Fees
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$111.96
(1.06% Exp. Ratio)
$105.63
(1.00% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$37,517.41 $38,205.99
Est. savings over 30 yrs +$688.58
Return
As of 12/31/16
1 YR RETURN 8.60%
3 YR 7.35%
5 YR 14.93%
10 YR --
1 YR RETURN 28.50%
3 YR 8.75%
5 YR 16.63%
10 YR --
Description
The investment seeks long-term capital appreciation. The fund invests primarily in securities of companies listed on U.S. stock exchanges. Investments consist primarily of common stocks of companies of any capitalization range. It may also invest in preferred stocks, warrants, options, and other equity-like instruments, such as partnership interests, limited liability company interests, business trust shares and rights, REITs, and other securities that are convertible into equity securities. The fund is non-diversified.
The investment seeks long-term growth of capital. The fund, under normal market conditions, invests primarily in common stock of U.S. companies that are selected for their long-term appreciation potential. To a significantly lesser extent, it may invest in fixed income securities (including debt securities that could be viewed as "junk bonds") and securities of foreign issuers, including issuers in emerging markets using the same fundamental research approach based on quality and price. The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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