NASD · US Equities - Broad Market & Size · USA
The companies inside SYZ trade 23% below what we estimate they are worth. We could give a verdict on 92% of the fund's weight: 415 holdings as reported to the SEC at 30 Jun 2026.
Where the money is: 36% in companies in the buy zone, 19% about fairly valued, 37% overvalued, 8% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.61% a year: on $10,000 held flat that is $610 over 10 years and $1,220 over 20.