| Amount | Holding |
|---|---|
| 6.16% | Microsoft Corp |
| 4.83% | The Home Depot Inc |
| 4.44% | Becton, Dickinson and Co |
| 4.39% | McDonald's Corp |
| 4.16% | BlackRock Inc |
| 4.15% | Intel Corp |
| 4.04% | Walmart Inc |
| 3.91% | Texas Instruments Inc |
| 3.64% | Deere & Co |
| 3.63% | Bristol-Myers Squibb Company |
| 3.41% | The Walt Disney Co |
| 3.41% | Johnson & Johnson |
| 3.28% | Caterpillar Inc |
| 3.12% | Merck & Co Inc |
| 3.11% | Procter & Gamble Co |
| 3.04% | PepsiCo Inc |
| 3.00% | Medtronic PLC |
| 2.71% | Verizon Communications Inc |
| 2.60% | Marsh & McLennan Companies Inc |
| 2.59% | Republic Services Inc Class A |
| 2.56% | Dominion Energy Inc |
| 2.49% | Chevron Corp |
| 2.43% | The Kroger Co |
| 2.34% | Exxon Mobil Corp |
| 2.16% | Union Pacific Corp |
Expense Ratio Rating
3 /10
Expense Rating
0 /10
Market Score
3 /10
Category Score
8 /10
Market Size
3 /10
$CALEX Alternatives
27%
FI Score
- calex
- Mutual Fund
- US Stocks
- Large Value
Expenses: 1.15% (Better than 0% of similar funds)
This is a bad choice for a Large Value US Stocks fund. See why ยป