NASD · US Equities - US Style · USA
The companies inside GARY trade 44% above what we estimate they are worth. We could give a verdict on 90% of the fund's weight: 41 holdings as reported to the SEC at 31 Jul 2026.
Where the money is: 6% in companies in the buy zone, 9% about fairly valued, 75% overvalued, 11% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.77% a year: on $10,000 held flat that is $770 over 10 years and $1,540 over 20.