Kovitz Core Equity Etf Profile

EQTY Etf   23.36  0.17  0.73%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Kovitz Core is trading at 23.36 as of the 19th of March 2025; that is 0.73 percent increase since the beginning of the trading day. The etf's open price was 23.19. Kovitz Core has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
Kovitz Core is entity of United States. It is traded as Etf on NYSE ARCA exchange. More on Kovitz Core Equity

Moving together with Kovitz Etf

  0.91VTI Vanguard Total StockPairCorr
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  0.93VIG Vanguard DividendPairCorr
  0.93VV Vanguard Large CapPairCorr
  0.94RSP Invesco SP 500PairCorr

Moving against Kovitz Etf

  0.79PSQ ProShares Short QQQPairCorr
  0.43AMPD Tidal Trust IIPairCorr

Kovitz Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationStrategy ETFs, Broad Equity ETFs, Large Blend (View all Sectors)
IssuerKovitz Investment Group Partners
Inception Date2022-12-09
Entity TypeRegulated Investment Company
Asset Under Management1.19 Billion
Asset TypeEquity
CategoryBroad Equity
FocusStrategy
Market ConcentrationBlended Development
RegionGlobal
AdministratorUltimus Fund Solutions, LLC
AdvisorKovitz Investment Group Partners, LLC
CustodianBrown Brothers Harriman & Co.
DistributorNorthern Lights Distributors, LLC
Portfolio ManagerMitchell Kovitz, Joel Hirsh, Bryan Engler, Jonathan Shapiro
Transfer AgentBrown Brothers Harriman & Co.
Fiscal Year End31-Oct
ExchangeNYSE Arca, Inc.
Number of Constituents39.0
Market MakerGTS
Total Expense0.99
Management Fee0.99
Country NameUSA
Returns Y T D(1.64)
NameKovitz Core Equity ETF
Currency CodeUSD
Open FigiBBG01BX1KSN6
In Threey Volatility18.15
1y Volatility11.2
200 Day M A23.2137
50 Day M A24.3317
CodeEQTY
Updated At18th of March 2025
Currency NameUS Dollar
In Threey Sharp Ratio0.32
TypeETF
Kovitz Core Equity [EQTY] is traded in USA and was established null. The fund is listed under Large Blend. The entity is thematically classified as Strategy ETFs. Kovitz Core Equity currently have in assets under management (AUM). , while the total return for the last 3 years was 7.4%.
Check Kovitz Core Probability Of Bankruptcy

Geographic Allocation (%)

Top Kovitz Core Equity Etf Constituents

AONAon PLCStockFinancials
HASHasbro IncStockConsumer Discretionary
ORCLOracleStockInformation Technology
VVisa Class AStockFinancials
MSIMotorola SolutionsStockInformation Technology
SCHWCharles Schwab CorpStockFinancials
FIFiserv,StockInformation Technology
AMATApplied MaterialsStockInformation Technology
More Details

Kovitz Core Equity Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Kovitz Core. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Kovitz Core Against Markets

When determining whether Kovitz Core Equity offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Kovitz Core's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Kovitz Core Equity Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Kovitz Core Equity Etf:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Kovitz Core Equity. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in estimate.
You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.
The market value of Kovitz Core Equity is measured differently than its book value, which is the value of Kovitz that is recorded on the company's balance sheet. Investors also form their own opinion of Kovitz Core's value that differs from its market value or its book value, called intrinsic value, which is Kovitz Core's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Kovitz Core's market value can be influenced by many factors that don't directly affect Kovitz Core's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Kovitz Core's value and its price as these two are different measures arrived at by different means. Investors typically determine if Kovitz Core is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Kovitz Core's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.