NYSE · US Equities - Dividend & Fundamental · USA
The companies inside CSMD trade 27% above what we estimate they are worth. We could give a verdict on 98% of the fund's weight: 47 holdings as reported to the SEC at 31 Jul 2026.
Where the money is: 14% in companies in the buy zone, 12% about fairly valued, 72% overvalued, 2% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.68% a year: on $10,000 held flat that is $680 over 10 years and $1,360 over 20.