NYSE · US Equities - US Style · USA
The companies inside IWO trade 11% above what we estimate they are worth. We could give a verdict on 81% of the fund's weight: 1137 holdings as reported to the SEC at 30 Jun 2026.
Where the money is: 14% in companies in the buy zone, 13% about fairly valued, 54% overvalued, 19% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.24% a year: on $10,000 held flat that is $240 over 10 years and $480 over 20.