NYSE · US Equities - Factor & Thematic · USA
The companies inside TCHP trade 17% above what we estimate they are worth. We could give a verdict on 99% of the fund's weight: 67 holdings as reported to the SEC at 30 Jun 2026.
Where the money is: 22% in companies in the buy zone, 3% about fairly valued, 74% overvalued, 1% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.57% a year: on $10,000 held flat that is $570 over 10 years and $1,140 over 20.