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Kovitz Core Equity ETF, ETF

EQTY

PCQ

$22.57

+$0.02

(0.09%)

Provider: Kovitz Category: Large Blend

Price Chart

Key Metrics

Expense Ratio info-icon
The expense ratio is how much you pay a mutual fund or ETF per year, expressed as a percent of your investments. It is a measure of the fund's operating costs relative to assets.
0.99%
Volume info-icon
This is the total number of shares traded during the most recent trading day.
13.52K
Avg Volume info-icon
This is the average number of shares traded during the most recent 30 days.
0
Dividend Yield info-icon
This ratio shows how much income you earn in dividend payouts per year for every dollar invested in the stock (or the stock’s annual dividend payment expressed as a percentage of its current price).
0.34%
Beta info-icon
This measures the expected move in a stock’s price relative to movements in the overall market. The market, such as the S&P 500 Index, has a beta of 1.0. If a stock has a Beta greater (or lower) than 1.0, it suggests that the stock is more (or less) volatile than the broader market.
1.04
52-week Range info-icon
This shows the range of the stock’s price between the 52-week high (the highest price of the stock for the past 52 weeks) and the 52-week low (the lowest price of the stock for the past 52 weeks).
$20.39 L
$25.33 H
$22.57

About Kovitz Core Equity ETF, ETF

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. more

Provider: KovitzCategory: Large Blend

Returns

Time FrameEQTYS&P500
1-Week Return5.66%6.36%
1-Month Return-4.89%-5.32%
3-Month Return-9.36%-8.86%
6-Month Return-4.08%-5.61%
1-Year Return7.14%8.61%
3-Year Return38.14%27.58%

Largest Holdings

Stock name Ticker Weight
PM-img Philip Morris International Inc
PM
5.3%
SCHW-img Charles Schwab Corp
SCHW
4.94%
AMZN-img Amazon.com Inc
AMZN
4.53%
ICE-img Intercontinental Exchange Inc
ICE
4.4%
V-img Visa Inc. Class A
V
4.38%
BDX-img Becton Dickinson and Company
BDX
3.99%
0VD0-img UNIV.MUSIC GRP.ADR/050
0VD0
3.86%
GOOG-img Alphabet Inc Class C
GOOG
3.81%
J-img Jacobs Solutions Inc.
J
3.68%
BRK.B-img Berkshire Hathaway Inc
BRK.B
3.4%

Sector Breakdown

Sector Weight
Information Technology
24.18%
Financials
22.78%
Industrials
13.24%
Communication services
12.09%
Consumer discretionary
10.74%
All Others
16.97%

FAQs

What is Kovitz Core Equity ETF (EQTY) ETF share price today?

Kovitz Core Equity ETF (EQTY) share price today is $22.57.

Can Indians buy Kovitz Core Equity ETF shares?

Yes, Indians can buy shares of Kovitz Core Equity ETF (EQTY) on Vested. To buy EQTY from India, you can open a US Brokerage account by signing up on Vested. The account opening process is completely digital and secure, and takes 3-5 minutes to complete.

Can Fractional shares of Kovitz Core Equity ETF be purchased?

Yes, you can purchase fractional shares of Kovitz Core Equity ETF (EQTY) on Vested. You can start investing in Kovitz Core Equity ETF (EQTY) with a minimum investment of $1.

How to invest in Kovitz Core Equity ETF shares from India?
  • Click on Sign Up or Invest in EQTY ETF at the top of this page
  • Breeze through our fully digital and secure KYC process and open your US Brokerage account in a few minutes
  • Transfer USD funds to your US Brokerage account and start investing in Kovitz Core Equity ETF shares
What is Kovitz Core Equity ETF's 52-week high and low ETF share price?

The 52-week high price of Kovitz Core Equity ETF (EQTY) is $25.33. The 52-week low price of Kovitz Core Equity ETF (EQTY) is $20.39.

What is Kovitz Core Equity ETF's ticker or symbol?

The stock symbol (or ticker) of Kovitz Core Equity ETF is EQTY.

Can I set up automatic investments (SIP) in Kovitz Core Equity ETF shares?

Yes, you can setup SIP in Kovitz Core Equity ETF shares. Follow the below steps to create the SIP:

  • Sign up on Vested and complete your KYC for US Stocks
  • Transfer funds to your US Stocks account
  • Navigate to EQTY ticker page and set up your recurring investment
What is the historical performance of Kovitz Core Equity ETF ETF?

Here is the historical performance of EQTY on the Vested app.

  • 1-Year Return: 7.14%
  • 3-Year Return: 38.14%
  • 1-Week Return: 5.66%
  • 1-Month Return: -4.89%
  • 3-Month Return: -9.36%

You can also access the top holdings, the expense ratio, and the sector breakdown for Kovitz Core Equity ETF on Vested.

What is the expense ratio of Kovitz Core Equity ETF?

The expense ratio of Kovitz Core Equity ETF (EQTY) is 0.99%.

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