NYSE · US Equities - Industry Sector · USA
The companies inside CLIM trade at about what we estimate they are worth. We could give a verdict on 93% of the fund's weight: 76 holdings as reported to the SEC at 31 May 2026.
Where the money is: 30% in companies in the buy zone, 15% about fairly valued, 49% overvalued, 7% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.90% a year: on $10,000 held flat that is $900 over 10 years and $1,800 over 20.