NASD · US Equities - Quant Strat · USA
The companies inside SCDS trade 7% below what we estimate they are worth. We could give a verdict on 85% of the fund's weight: 277 holdings as reported to the SEC at 30 Jun 2026.
Where the money is: 22% in companies in the buy zone, 19% about fairly valued, 44% overvalued, 15% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.40% a year: on $10,000 held flat that is $400 over 10 years and $800 over 20.