NYSE · US Equities - Broad Market & Size · USA
The companies inside MIGO trade 15% above what we estimate they are worth. We could give a verdict on 61% of the fund's weight: 49 holdings as reported to the SEC at 31 May 2026.
Where the money is: 12% in companies in the buy zone, 7% about fairly valued, 42% overvalued, 39% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.45% a year: on $10,000 held flat that is $450 over 10 years and $900 over 20.