NYSE · US Equities - Broad Market & Size · USA
The companies inside IMCB trade 20% above what we estimate they are worth. We could give a verdict on 96% of the fund's weight: 398 holdings as reported to the SEC at 31 Jul 2026.
Where the money is: 15% in companies in the buy zone, 11% about fairly valued, 70% overvalued, 4% 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.