NYSE · US Equities - US Style · USA
The companies inside USFE trade 9% below what we estimate they are worth. We could give a verdict on 95% of the fund's weight: 56 holdings as reported to the SEC at 31 Jul 2026.
Where the money is: 35% in companies in the buy zone, 17% about fairly valued, 43% overvalued, 5% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.45% a year: on $10,000 held flat that is $450 over 10 years and $900 over 20.