NASD · US Equities - Dividend & Fundamental · USA
The companies inside LGRO trade 6% above what we estimate they are worth. We could give a verdict on 94% of the fund's weight: 50 holdings as reported to the SEC at 31 May 2026.
Where the money is: 16% in companies in the buy zone, 15% about fairly valued, 63% overvalued, 6% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.50% a year: on $10,000 held flat that is $500 over 10 years and $1,000 over 20.