NASD · US Equities - Dividend & Fundamental · USA
The companies inside LVHD trade at about what we estimate they are worth. We could give a verdict on 99% of the fund's weight: 115 holdings as reported to the SEC at 30 Jun 2026.
Where the money is: 19% in companies in the buy zone, 19% about fairly valued, 60% overvalued, 2% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.27% a year: on $10,000 held flat that is $270 over 10 years and $540 over 20.