NASD · US Equities - US Style · USA
The companies inside IUSV trade 18% above what we estimate they are worth. We could give a verdict on 98% of the fund's weight: 742 holdings as reported to the SEC at 30 Jun 2026.
Where the money is: 13% in companies in the buy zone, 11% about fairly valued, 75% overvalued, 2% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.04% a year: on $10,000 held flat that is $40 over 10 years and $80 over 20.