Akre Focus Fund - Professionally Managed Portfolios
Shareclass
Akre Focus Fund Institutional Class (AKRIX)
Type
Open-end mutual fund
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Akre Focus Fund - Professionally Managed Portfolios
FUND COVERAGE
# of holdings16
% of assets87%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
23 / 40
Gender Equality: Equal Compensation and Work Life Balance
6 / 30
Gender Equality: Policies Promoting Gender Equality
15 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Mastercard Inc12%$1.46B
- 2. LVMH Moet Hennessy Louis Vuitton SE1.87%$231.54M
- 3. American Tower Corp0.34%$41.88M
- 4. Visa Inc8.81%$1.09B
- 5. Airbnb Inc3.48%$431.08M
- 6. Moody's Corp8.04%$995.62M
- 7. Danaher Corp2.56%$317.43M
- 8. CoStar Group Inc6.41%$793.67M
- 9. Roper Technologies Inc6.01%$744.22M
- 10. Copart Inc0.95%$117.86M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Constellation Software Inc/Canada12%$1.5B
- 2. Brookfield Corp9.37%$1.16B
- 3. O'Reilly Automotive Inc5.21%$645.27M
- 4. CCC Intelligent Solutions Holdings Inc0.83%$103.29M
- 5. Fair Isaac Corp0.25%$31M
- 6. KKR & Co Inc9.21%$1.14B
- 7. Copart Inc0.95%$117.86M
- 8. Roper Technologies Inc6.01%$744.22M
- 9. CoStar Group Inc6.41%$793.67M
- 10. Danaher Corp2.56%$317.43M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Akre Focus Fund - Professionally Managed Portfolios
Totals
Holdings
Assets
Weight
Prisons
0.0
$0
0%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
0.0
$0
0%
Borders high risk
0.0
$0
0%
Total
0.0
$0
0%
Holdings — 0 flagged holdings
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Akre Focus Fund - Professionally Managed Portfolios AKRIX
Environment
Social
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