NYSE · US Equities - Factor & Thematic · USA
The companies inside BUZZ trade 28% above what we estimate they are worth. We could give a verdict on 86% of the fund's weight: 76 holdings as reported to the SEC at 30 Jun 2026.
Where the money is: 16% in companies in the buy zone, 7% about fairly valued, 63% overvalued, 14% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.76% a year: on $10,000 held flat that is $760 over 10 years and $1,520 over 20.