NYSE · US Equities - Dividend & Fundamental · USA
The companies inside HIDV trade 12% below what we estimate they are worth. We could give a verdict on 96% of the fund's weight: 110 holdings as reported to the SEC at 31 May 2026.
Where the money is: 32% in companies in the buy zone, 4% about fairly valued, 59% overvalued, 5% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.35% a year: on $10,000 held flat that is $350 over 10 years and $700 over 20.