NASD · US Equities - Industry Sector · USA
The companies inside REIT trade 20% above what we estimate they are worth. We could give a verdict on 90% of the fund's weight: 31 holdings as reported to the SEC at 31 May 2026.
Where the money is: 9% in companies in the buy zone, 21% about fairly valued, 60% overvalued, 10% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.68% a year: on $10,000 held flat that is $680 over 10 years and $1,360 over 20.