News

Please check back often for updated press releases, articles and other information about the Akre Focus Fund.

Articles

"Go-Anywhere Manager Looking for Moneymakers" Minyanville.com, July 30, 2010
Please cut and paste the following link into your browser to view the article.
http://www.minyanville.com/businessmarkets/articles/chuck-akre-money-manager-fbr-focus/7/30/2010/id/29378

"These Young Funds Aren't a Gamble" Morningstar, July 19, 2010
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http://news.morningstar.com/articlenet/article.aspx?id=344169

"3 Lessons From an Investing Master" The Motley Fool, June 21, 2010
Please cut and paste the following link into your browser to view the article.
http://www.fool.com/features/market-recap/2010/06/21/3-lessons-from-an-investing-master.aspx

"Three New Favorites and a General Warning" Morningstar Favorite Funds and Red Flags, June 8, 2010
Please cut and paste the following link into your browser to view the article.
http://news.morningstar.com/articlenet/article.aspx?id=340235

"Domestic, Global Funds Post Biggest Loss in 15 Months" Investor's Business Daily, June 2, 2010
Please cut and paste the following link into your browser to view the article.
http://www.investors.com/NewsAndAnalysis/Article/536080/201006021856/Domestic-Global-Funds-Post-Biggest-Loss-In-15-Months.aspx

"Should Investors Sit This One Out?" U.S. News and World Report, May 27, 2010
Please cut and paste the following link into your browser to view the article.
http://www.usnews.com/money/personal-finance/mutual-funds/articles/2010/05/27/should-investors-sit-this-one-out.html

"Our 25 Favorite Funds" Kiplinger's Personal Finance, May 2010
Please cut and paste the following link into your browser to view the article.
http://www.kiplinger.com/magazine/archives/our-25-favorite-funds.html

"This Fund has what it takes to Succeed" Morningstar Analyst Report, April 7, 2010
Please cut and paste the following link into your browser to view the article.
http://analysis.morningstar.com/AnalystReport/far.aspx?symbol=AKREX&country=USA&referid=A3225

"Chuck Akre on the Akre Focus Fund" Advisor Perspectives, February 2, 2010
Please cut and paste the following link into your browser to view the article.
http://www.advisorperspectives.com/newsletters10/Chuck_Akre_on_the_Akre_Focus_Fund.php

"Category Kings" The Wall Street Journal, January 31, 2010
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http://online.wsj.com/mdc/public/page/2_3024-mfm10_1_CategoryKings.html#top

"When a Manager Leaves a Fund Should You?" Kiplinger, January 2010
Please cut and paste the following link into your browser to view the article.
http://www.kiplinger.com/columns/fundwatch/archive/when-a-manager-leaves-a-fund-should-you.html

"Akre Focus Joins the Kip 25" Kiplinger's Personal Finance magazine, December 2009
Please cut and paste the following link into your browser to view the article.
http://www.kiplinger.com/magazine/archives/akre-focus-joins-the-kip-25.html

"The Best New Mutual Funds of 2009" Morningstar.com, November 16 2009
Please cut and paste the following link into your browser to view the article.
http://news.morningstar.com/articlenet/article.aspx?id=316249

"Akre Focus Fund Joins Major Brokerage Platforms" CLOUD COMPUTING JOURNAL, September 14, 2009
Please cut and paste the following link into your browser to view the article.
http://cloudcomputing.sys-con.com/node/1105292

Video Appearances

CNBC: WSJR with Maria Bartiromo: Robert Pozen and Chuck Akre - Airtime: 12/4/09
Please cut and paste the following link into your browser to view the article.
http://www.cnbc.com/id/15840232?video=1350311402&play=1

CNBC: Closing Bell: New Fund on the Block - Airtime: 9/14/09
Please cut and paste the following link into your browser to view the article.
http://www.cnbc.com/id/15840232?video=1253358632&play=1

Audio

"Akre Focus Fund" featured on "The Mutual Fund Show" September 12, 2009

Conference Call Transcript

Conference Call Transcript April 22, 2010

Press Releases

"Akre Focus Fund Replaces FBR Focus Fund in Kiplinger 25" October 22, 2009

"Akre Focus Fund Joins Major Brokerage Platforms" September 14, 2009

"Chuck Akre Launches Akre Focus Fund" September 1, 2009

Reference Links

The Mutual Fund Show Hosted by Adam Bold, founder of The Mutual Fund Store

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Opinions expressed are those of the author or host and are subject to change, are not guaranteed and should not be considered investment advice.

Mutual fund investing involves risk, including the potential loss of principal. The Fund is non-diversified, meaning it may concentrate its assets in fewer individual holdings than a diversified fund. Therefore, the Fund is more exposed to individual stock volatility than a diversified fund. The Fund invests in small- and medium-capitalization companies, which involve additional risks such as limited liquidity and greater volatility than larger capitalization companies.

References to other mutual funds should not be interpreted as an offer of these securities.

Fund holdings and sector allocations are subject to change at anytime and should not be considered recommendations to buy or sell any security. Please click here for the Fund's current top ten holdings.

Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Standardized performance current to the most recent Quarter-end may be obtained by clicking here.

Performance data current to the most recent month end may be obtained by calling 1-877-862-9556. The Fund imposes a 1.00% redemption fee on shares held for 30 days or less. Performance data does not reflect the redemption fee. If it had, returns would be reduced. Short term performance, in particular, is not a good indication of the fund's future performance, and an investment should not be made based solely on returns.