NYSE · US Equities - Industry Sector · USA
The companies inside PBE trade 5% below what we estimate they are worth. We could give a verdict on 98% of the fund's weight: 33 holdings as reported to the SEC at 31 Jul 2026.
Where the money is: 22% in companies in the buy zone, 7% about fairly valued, 69% overvalued, 3% 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.