NYSE · US Equities - Broad Market & Size · USA
The companies inside CGMM trade 18% above what we estimate they are worth. We could give a verdict on 90% of the fund's weight: 114 holdings as reported to the SEC at 31 May 2026.
Where the money is: 17% in companies in the buy zone, 9% about fairly valued, 65% overvalued, 10% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.51% a year: on $10,000 held flat that is $510 over 10 years and $1,020 over 20.