NYSE · US Equities - Broad Market & Size · USA
The companies inside CZA trade 6% below what we estimate they are worth. We could give a verdict on 94% of the fund's weight: 103 holdings as reported to the SEC at 31 Jul 2026.
Where the money is: 25% in companies in the buy zone, 15% about fairly valued, 54% overvalued, 7% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.69% a year: on $10,000 held flat that is $690 over 10 years and $1,380 over 20.