NYSE · US Equities - US Style · USA
The companies inside IWS trade at about what we estimate they are worth. We could give a verdict on 94% of the fund's weight: 724 holdings as reported to the SEC at 30 Jun 2026.
Where the money is: 23% in companies in the buy zone, 15% about fairly valued, 56% overvalued, 7% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.23% a year: on $10,000 held flat that is $230 over 10 years and $460 over 20.