NASD · US Equities - Quant Strat · USA
The companies inside EHLS trade 16% above what we estimate they are worth. We could give a verdict on 67% of the fund's weight: 240 holdings as reported to the SEC at 30 Jun 2026.
Where the money is: 17% in companies in the buy zone, 2% about fairly valued, 48% overvalued, 33% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 3.35% a year: on $10,000 held flat that is $3,350 over 10 years and $6,700 over 20.