NYSE · US Equities - Broad Market & Size · USA
The companies inside XMHQ trade 7% below what we estimate they are worth. We could give a verdict on 99% of the fund's weight: 83 holdings as reported to the SEC at 31 Jul 2026.
Where the money is: 28% in companies in the buy zone, 12% about fairly valued, 59% overvalued, 1% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.25% a year: on $10,000 held flat that is $250 over 10 years and $500 over 20.