NYSE · US Equities - Quant Strat · USA
The companies inside HCMT trade 15% above what we estimate they are worth. We could give a verdict on 79% of the fund's weight: 509 holdings as reported to the SEC at 31 Jul 2026.
Where the money is: 13% in companies in the buy zone, 6% about fairly valued, 60% overvalued, 21% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 1.18% a year: on $10,000 held flat that is $1,180 over 10 years and $2,360 over 20.