NASD · US Equities - Industry Sector · USA
The companies inside LFSC trade 94% above what we estimate they are worth. We could give a verdict on 62% of the fund's weight: 40 holdings as reported to the SEC at 31 May 2026.
Where the money is: 4% in companies in the buy zone, 6% about fairly valued, 52% overvalued, 38% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.54% a year: on $10,000 held flat that is $540 over 10 years and $1,080 over 20.