EQTY

Kovitz Core Equity ETF

$30.11

-0.10%
CategoryUS Large Cap Growth

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.

Source: Yahoo Finance
Q-Score53/ 100
Net Assets$1.4B
P/E28.49
Dividend Yield0.02%
52-Week Range—
Expense Ratio0.99%
1Y Return+11.8%
Beta0.85
AI summary

Price & performance

1M+1.4%
3M+4.1%
YTD+9.3%
1Y+11.8%
52-week range—
Beta0.85
Full chart and returns against a benchmark

Q-Score

53/ 100

Quality against peers; 50 is the peer median.

Growth47
Risk58
Performance51
Valuation41
Profitability63
Leverage52
Sentiment53
Every score and metric

News sentiment

Open News & Signals

Top holdings

Every holding and the look-through

Fund facts

Expense ratio0.99%
Net assets$1.4B
1-year return+11.8%
Top-10 coverage45.3%
Dividend yield0.02%
Concentration and breadth