NASD · US Equities - US Style · USA
The companies inside HWSM trade 15% below what we estimate they are worth. We could give a verdict on 97% of the fund's weight: 165 holdings as reported to the SEC at 30 Jun 2026.
Where the money is: 31% in companies in the buy zone, 22% about fairly valued, 43% overvalued, 3% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.55% a year: on $10,000 held flat that is $550 over 10 years and $1,100 over 20.