NYSE · US Equities - Quant Strat · USA
The companies inside UPGD trade 29% above what we estimate they are worth. We could give a verdict on 98% of the fund's weight: 53 holdings as reported to the SEC at 31 Jul 2026.
Where the money is: 9% in companies in the buy zone, 20% about fairly valued, 69% overvalued, 2% 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.