NYSE · US Equities - Quant Strat · USA
The companies inside CBSE trade 12% above what we estimate they are worth. We could give a verdict on 93% of the fund's weight: 39 holdings as reported to the SEC at 31 Jul 2026.
Where the money is: 21% in companies in the buy zone, 10% about fairly valued, 62% overvalued, 7% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.85% a year: on $10,000 held flat that is $850 over 10 years and $1,700 over 20.