NASD · US Equities - Dividend & Fundamental · USA
The companies inside PFM trade 17% above what we estimate they are worth. We could give a verdict on 100% of the fund's weight: 432 holdings as reported to the SEC at 31 Jul 2026.
Where the money is: 12% in companies in the buy zone, 8% about fairly valued, 80% overvalued, 0% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.52% a year: on $10,000 held flat that is $520 over 10 years and $1,040 over 20.