NASD · US Equities - Industry Sector · USA
The companies inside IBBQ trade 39% above what we estimate they are worth. We could give a verdict on 77% of the fund's weight: 261 holdings as reported to the SEC at 31 May 2026.
Where the money is: 7% in companies in the buy zone, 3% about fairly valued, 67% overvalued, 23% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.19% a year: on $10,000 held flat that is $190 over 10 years and $380 over 20.