HOLBX : Holland Balanced Fund

HOLBX is a Allocation Market All-In-One with HIGH fees.

HOLBX

Holland Balanced Fund

FI Score

12 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

12% FI Score
  • holbx
  • Mutual Fund
  • Allocation
  • All-In-One

Holland Balanced Fund

Expenses: 1.75% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks to provide a high total investment return. The fund seeks to achieve its objective through a combined portfolio of equities such as corporate common stocks, and investment grade fixed-income securities such as U.S. government securities and treasury inflation-protected securities ("TIPS"). It normally invests at least 50% of its total assets in equity securities, at least 25% of its total assets in investment grade fixed-income securities, and may invest up to 25% of its total assets in high-quality money market securities.

Largest Holdings

Amount Holding
12.35% Microsoft Corp
8.13% The Home Depot Inc
6.32% Intel Corp
5.50% Johnson & Johnson
5.16% JPMorgan Chase & Co
4.80% Comcast Corp Class A
4.63% Walmart Inc
4.60% PepsiCo Inc
4.56% Berkshire Hathaway Inc Class A
4.18% The Walt Disney Co
3.86% American Express Co
3.17% 3M Co
3.12% Chubb Ltd
2.13% Exxon Mobil Corp
0.95% Schlumberger Ltd

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