NYSE · US Equities - Factor & Thematic · USA
The companies inside LCLG trade 7% above what we estimate they are worth. We could give a verdict on 98% of the fund's weight: 56 holdings as reported to the SEC at 31 Jul 2026.
Where the money is: 20% in companies in the buy zone, 13% about fairly valued, 66% overvalued, 2% 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.