NYSE · US Equities - US Style · USA
The companies inside EPMB trade 12% above what we estimate they are worth. We could give a verdict on 94% of the fund's weight: 59 holdings as reported to the SEC at 31 Jul 2026.
Where the money is: 14% in companies in the buy zone, 18% about fairly valued, 62% overvalued, 6% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.88% a year: on $10,000 held flat that is $880 over 10 years and $1,760 over 20.