NYSE · US Equities - Industry Sector · USA
The companies inside HOMZ trade at about what we estimate they are worth. We could give a verdict on 91% of the fund's weight: 97 holdings as reported to the SEC at 31 May 2026.
Where the money is: 19% in companies in the buy zone, 19% about fairly valued, 54% overvalued, 9% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.30% a year: on $10,000 held flat that is $300 over 10 years and $600 over 20.