CBOE · US Equities - Quant Strat · USA
The companies inside FHEQ trade 8% above what we estimate they are worth. We could give a verdict on 95% of the fund's weight: 195 holdings as reported to the SEC at 31 Jul 2026.
Where the money is: 18% in companies in the buy zone, 10% about fairly valued, 68% overvalued, 5% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.48% a year: on $10,000 held flat that is $480 over 10 years and $960 over 20.