NYSE · US Equities - Broad Market & Size · USA
The companies inside MSSM trade at about what we estimate they are worth. We could give a verdict on 87% of the fund's weight: 2237 holdings as reported to the SEC at 31 May 2026.
Where the money is: 19% in companies in the buy zone, 15% about fairly valued, 53% overvalued, 13% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.62% a year: on $10,000 held flat that is $620 over 10 years and $1,240 over 20.