NYSE · US Equities - Industry Sector · USA
The companies inside LPRE trade 8% below what we estimate they are worth. We could give a verdict on 83% of the fund's weight: 26 holdings as reported to the SEC at 31 May 2026.
Where the money is: 30% in companies in the buy zone, 10% about fairly valued, 43% overvalued, 17% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 1.00% a year: on $10,000 held flat that is $1,000 over 10 years and $2,000 over 20.