NYSE · US Equities - Broad Market & Size · USA
The companies inside MMID trade 13% above what we estimate they are worth. We could give a verdict on 92% of the fund's weight: 105 holdings as reported to the SEC at 31 May 2026.
Where the money is: 14% in companies in the buy zone, 17% about fairly valued, 61% overvalued, 8% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.59% a year: on $10,000 held flat that is $590 over 10 years and $1,180 over 20.