NYSE · US Equities - Industry Sector · USA
The companies inside USMD trade 56% above what we estimate they are worth. We could give a verdict on 98% of the fund's weight: 119 holdings as reported to the SEC at 30 Jun 2026.
Where the money is: 11% in companies in the buy zone, 5% about fairly valued, 82% overvalued, 2% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.87% a year: on $10,000 held flat that is $870 over 10 years and $1,740 over 20.