CBOE · US Equities - Industry Sector · USA
The companies inside LOHA trade 5% above what we estimate they are worth. We could give a verdict on 99% of the fund's weight: 101 holdings as reported to the SEC at 30 Jun 2026.
Where the money is: 15% in companies in the buy zone, 22% about fairly valued, 62% overvalued, 1% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.35% a year: on $10,000 held flat that is $350 over 10 years and $700 over 20.