NYSE · US Equities - Broad Market & Size · USA
The companies inside BKMC trade at about what we estimate they are worth. We could give a verdict on 94% of the fund's weight: 405 holdings as reported to the SEC at 31 Jul 2026.
Where the money is: 22% in companies in the buy zone, 18% about fairly valued, 54% overvalued, 7% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.04% a year: on $10,000 held flat that is $40 over 10 years and $80 over 20.