NYSE · US Equities - Quant Strat · USA
The companies inside CVRD trade 13% below what we estimate they are worth. We could give a verdict on 93% of the fund's weight: 70 holdings as reported to the SEC at 30 Jun 2026.
Where the money is: 25% in companies in the buy zone, 5% about fairly valued, 62% overvalued, 8% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.92% a year: on $10,000 held flat that is $920 over 10 years and $1,840 over 20.