| Amount | Holding |
|---|---|
| 7.15% | Microsoft Corp |
| 5.11% | American Tower Corp |
| 4.93% | Apple Inc |
| 4.79% | Alphabet Inc A |
| 4.41% | Visa Inc Class A |
| 3.24% | Danaher Corp |
| 3.21% | Diageo PLC ADR |
| 3.19% | IHS Markit Ltd |
| 3.16% | UnitedHealth Group Inc |
| 3.14% | Edwards Lifesciences Corp |
Expense Ratio Rating
4 /10
Expense Rating
0 /10
Market Score
2 /10
Category Score
8 /10
Market Size
2 /10
Expenses: 1.16% (Better than 0% of similar funds)
This is a bad choice for a Large Growth US Stocks fund. See why ยป
| Amount | Holding |
|---|---|
| 7.15% | Microsoft Corp |
| 5.11% | American Tower Corp |
| 4.93% | Apple Inc |
| 4.79% | Alphabet Inc A |
| 4.41% | Visa Inc Class A |
| 3.24% | Danaher Corp |
| 3.21% | Diageo PLC ADR |
| 3.19% | IHS Markit Ltd |
| 3.16% | UnitedHealth Group Inc |
| 3.14% | Edwards Lifesciences Corp |
Minafi - The intersection of FI, minimalism & mindfulness.
Don't miss out on new posts, courses, interactive articles and more!
Join & Get Your First Course Free© 2025 Adam Fortuna
Site Map