NYSE · US Equities - Quant Strat · USA
The companies inside AIUP trade 6% below what we estimate they are worth. We could give a verdict on 100% of the fund's weight: 16 holdings as reported to the SEC at 30 Jun 2026.
Where the money is: 33% in companies in the buy zone, 9% about fairly valued, 58% overvalued, 0% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.70% a year: on $10,000 held flat that is $700 over 10 years and $1,400 over 20.