NYSE · US Equities - Factor & Thematic · USA
The companies inside HUSV trade 8% below what we estimate they are worth. We could give a verdict on 99% of the fund's weight: 102 holdings as reported to the SEC at 31 Jul 2026.
Where the money is: 27% in companies in the buy zone, 17% about fairly valued, 56% overvalued, 1% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.70% a year: on $10,000 held flat that is $700 over 10 years and $1,400 over 20.