NYSE · US Equities - Industry Sector · USA
The companies inside PBJ trade 15% below what we estimate they are worth. We could give a verdict on 95% of the fund's weight: 33 holdings as reported to the SEC at 31 Jul 2026.
Where the money is: 29% in companies in the buy zone, 5% about fairly valued, 61% overvalued, 5% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.61% a year: on $10,000 held flat that is $610 over 10 years and $1,220 over 20.