NYSE · US Equities - US Style · USA
The companies inside SSMG trade 52% above what we estimate they are worth. We could give a verdict on 92% of the fund's weight: 82 holdings as reported to the SEC at 31 Jul 2026.
Where the money is: 8% in companies in the buy zone, 10% about fairly valued, 75% overvalued, 8% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.39% a year: on $10,000 held flat that is $390 over 10 years and $780 over 20.