NYSE · US Equities - Quant Strat · USA
The companies inside SHRT trade 19% below what we estimate they are worth. We could give a verdict on 85% of the fund's weight: 693 holdings as reported to the SEC at 30 Jun 2026.
Where the money is: 31% in companies in the buy zone, 13% about fairly valued, 41% overvalued, 15% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 1.35% a year: on $10,000 held flat that is $1,350 over 10 years and $2,700 over 20.