NASD · US Equities - Broad Market & Size · USA
The companies inside AIMS trade at about what we estimate they are worth. We could give a verdict on 89% of the fund's weight: 284 holdings as reported to the SEC at 30 Jun 2026.
Where the money is: 22% in companies in the buy zone, 17% about fairly valued, 51% overvalued, 11% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.75% a year: on $10,000 held flat that is $750 over 10 years and $1,500 over 20.