NYSE · US Equities - Industry Sector · USA
The companies inside IYK trade 38% above what we estimate they are worth. We could give a verdict on 97% of the fund's weight: 56 holdings as reported to the SEC at 31 Jul 2026.
Where the money is: 2% in companies in the buy zone, 8% about fairly valued, 88% overvalued, 3% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.37% a year: on $10,000 held flat that is $370 over 10 years and $740 over 20.