NYSE · US Equities - Quant Strat · USA
The companies inside LITL trade 34% below what we estimate they are worth. We could give a verdict on 86% of the fund's weight: 158 holdings as reported to the SEC at 30 Jun 2026.
Where the money is: 43% in companies in the buy zone, 16% about fairly valued, 27% overvalued, 14% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.91% a year: on $10,000 held flat that is $910 over 10 years and $1,820 over 20.