NASD · US Equities - Industry Sector · USA
The companies inside UFOX trade 32% above what we estimate they are worth. We could give a verdict on 83% of the fund's weight: 60 holdings as reported to the SEC at 30 Jun 2026.
Where the money is: 18% in companies in the buy zone, 3% about fairly valued, 62% overvalued, 17% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.30% a year: on $10,000 held flat that is $300 over 10 years and $600 over 20.