NYSE · US Equities - Quant Strat · USA
The companies inside LGH trade 17% above what we estimate they are worth. We could give a verdict on 80% of the fund's weight: 420 holdings as reported to the SEC at 30 Jun 2026.
Where the money is: 14% in companies in the buy zone, 6% about fairly valued, 61% overvalued, 20% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 1.00% a year: on $10,000 held flat that is $1,000 over 10 years and $2,000 over 20.