CBOE · US Equities - Factor & Thematic · USA
The companies inside LRNZ trade 104% above what we estimate they are worth. We could give a verdict on 95% of the fund's weight: 25 holdings as reported to the SEC at 30 Jun 2026.
Where the money is: 4% in companies in the buy zone, 8% about fairly valued, 82% overvalued, 5% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.68% a year: on $10,000 held flat that is $680 over 10 years and $1,360 over 20.