NYSE · US Equities - Industry Sector · USA
The companies inside PJP trade at about 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: 21% in companies in the buy zone, 2% about fairly valued, 71% overvalued, 5% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.58% a year: on $10,000 held flat that is $580 over 10 years and $1,160 over 20.