NYSE · US Equities - Quant Strat · USA
The companies inside EGGY trade 45% above what we estimate they are worth. We could give a verdict on 86% of the fund's weight: 37 holdings as reported to the SEC at 31 May 2026.
Where the money is: 12% in companies in the buy zone, 8% about fairly valued, 66% overvalued, 14% 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.