| Amount | Holding |
|---|---|
| 3.09% | Progressive Corp |
| 2.53% | Facebook Inc A |
| 2.36% | Alphabet Inc A |
| 2.21% | Cboe Global Markets Inc |
| 2.15% | Aflac Inc |
| 2.15% | Pfizer Inc |
| 2.12% | Johnson & Johnson |
| 1.93% | Mondelez International Inc Class A |
| 1.91% | Exelon Corp |
| 1.89% | Chevron Corp |
| 1.82% | Vistra Energy Corp |
| 1.77% | Brown & Brown Inc |
| 1.62% | Humana Inc |
| 1.53% | Citigroup Inc |
| 1.51% | Equity Commonwealth |
| 1.50% | Sealed Air Corp |
| 1.48% | Invitation Homes Inc |
| 1.47% | Cigna Corp |
| 1.45% | Visa Inc Class A |
| 1.33% | Keurig Dr Pepper Inc |
| 1.31% | RenaissanceRe Holdings Ltd |
| 1.25% | Eaton Corp PLC |
| 1.22% | UnitedHealth Group Inc |
| 1.16% | FirstEnergy Corp |
| 1.07% | JPMorgan Chase & Co |
Expense Ratio Rating
5 /10
Expense Rating
0 /10
Market Score
6 /10
Category Score
8 /10
Market Size
6 /10
$UVALX Alternatives
45%
FI Score
- uvalx
- Mutual Fund
- US Stocks
- Large Value
Expenses: 0.96% (Better than 0% of similar funds)
This is a bad choice for a Large Value US Stocks fund. See why ยป