CBOE · US Equities - US Style · USA
The companies inside BSMC trade 10% below what we estimate they are worth. We could give a verdict on 88% of the fund's weight: 70 holdings as reported to the SEC at 30 Jun 2026.
Where the money is: 29% in companies in the buy zone, 17% about fairly valued, 42% overvalued, 12% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.71% a year: on $10,000 held flat that is $710 over 10 years and $1,420 over 20.