NASD · US Equities - Dividend & Fundamental · USA
The companies inside NIXT trade 19% below what we estimate they are worth. We could give a verdict on 85% of the fund's weight: 209 holdings as reported to the SEC at 30 Jun 2026.
Where the money is: 33% in companies in the buy zone, 12% about fairly valued, 41% overvalued, 15% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.19% a year: on $10,000 held flat that is $190 over 10 years and $380 over 20.