NASD · US Equities - US Style · USA
The companies inside HWMV trade 35% below what we estimate they are worth. We could give a verdict on 89% of the fund's weight: 71 holdings as reported to the SEC at 30 Jun 2026.
Where the money is: 41% in companies in the buy zone, 13% about fairly valued, 34% overvalued, 11% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.94% a year: on $10,000 held flat that is $940 over 10 years and $1,880 over 20.