NASD · US Equities - US Style · USA
The companies inside HYP trade 25% above what we estimate they are worth. We could give a verdict on 84% of the fund's weight: 60 holdings as reported to the SEC at 30 Jun 2026.
Where the money is: 14% in companies in the buy zone, 11% about fairly valued, 59% overvalued, 16% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.85% a year: on $10,000 held flat that is $850 over 10 years and $1,700 over 20.