NYSEArca - Nasdaq Real Time Price USD

Kovitz Core Equity ETF (EQTY)

24.51 +0.06 (+0.27%)
As of 2:47 PM EST. Market Open.
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DELL
  • Previous Close 24.45
  • Open 24.47
  • Bid 24.50 x 1000
  • Ask 24.52 x 2900
  • Day's Range 24.47 - 24.52
  • 52 Week Range 18.82 - 24.52
  • Volume 10,875
  • Avg. Volume 37,676
  • Net Assets 1.16B
  • NAV 24.49
  • PE Ratio (TTM) 30.44
  • Yield 0.22%
  • YTD Daily Total Return 22.97%
  • Beta (5Y Monthly) 1.02
  • Expense Ratio (net) 0.99%

The fund invests primarily in equity securities of U.S. and foreign companies. Equity securities in which the fund may invest include common stocks and common stock equivalents (such as rights or warrants, which give the fund the ability to purchase the common stock, and convertible securities, which are securities that are convertible into the common stock). The fund may invest in companies of any market capitalization, including small- and mid-capitalization companies.

kovitzetf

Fund Family

Large Blend

Fund Category

1.16B

Net Assets

2011-12-28

Inception Date

Performance Overview: EQTY

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Trailing returns as of 12/2/2024. Category is Large Blend.

YTD Return

EQTY
22.97%
Category
18.07%
 

1-Year Return

EQTY
28.41%
Category
34.50%
 

3-Year Return

EQTY
7.85%
Category
7.49%
 

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Holdings: EQTY

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Top 10 Holdings (40.78% of Total Assets)

SymbolCompany% Assets
META
Meta Platforms, Inc. 4.89%
AMZN
Amazon.com, Inc. 4.39%
SCHW
The Charles Schwab Corporation 4.28%
BDX
Becton, Dickinson and Company 4.23%
GOOG
Alphabet Inc. 4.17%
PM
Philip Morris International Inc. 4.01%
KEYS
Keysight Technologies, Inc. 3.94%
J
Jacobs Solutions Inc. 3.70%
V
Visa Inc. 3.67%
ICE
Intercontinental Exchange, Inc. 3.50%

Sector Weightings

SectorEQTY
Technology   24.75%
Industrials   10.35%
Healthcare   4.59%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%

Recent News: EQTY

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Research Reports: EQTY

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