NYSE · US Equities - US Style · USA
The companies inside JGRW trade 27% above what we estimate they are worth. We could give a verdict on 99% of the fund's weight: 28 holdings as reported to the SEC at 31 Aug 2026.
Where the money is: 7% in companies in the buy zone, 7% about fairly valued, 85% overvalued, 1% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.57% a year: on $10,000 held flat that is $570 over 10 years and $1,140 over 20.