CBOE · US Equities - US Style · USA
The companies inside LCAP trade 25% above what we estimate they are worth. We could give a verdict on 98% of the fund's weight: 55 holdings as reported to the SEC at 30 Jun 2026.
Where the money is: 14% in companies in the buy zone, 9% about fairly valued, 75% overvalued, 2% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.29% a year: on $10,000 held flat that is $290 over 10 years and $580 over 20.