CBOE · US Equities - Dividend & Fundamental · USA
The companies inside CALF trade 34% below what we estimate they are worth. We could give a verdict on 91% of the fund's weight: 200 holdings as reported to the SEC at 31 Jul 2026.
Where the money is: 46% in companies in the buy zone, 16% about fairly valued, 29% overvalued, 9% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.59% a year: on $10,000 held flat that is $590 over 10 years and $1,180 over 20.