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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
Time Frame | EQTY | S&P500 |
---|---|---|
1-Week Return | 5.66% | 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 Return | 7.14% | 8.61% |
3-Year Return | 38.14% | 27.58% |
Time Frame | EQTY | S&P500 |
---|---|---|
1-Week Return | 1,665.09% | 2,390.57% |
1-Month Return | -45.66% | -48.58% |
3-Month Return | -32.87% | -31.36% |
6-Month Return | -8.10% | -11.05% |
1-Year Return | 7.14% | 8.61% |
3-Year Return | 11.37% | 8.46% |
Stock name | Ticker | Weight |
---|---|---|
| PM | 5.3% |
| SCHW | 4.94% |
| AMZN | 4.53% |
| ICE | 4.4% |
| V | 4.38% |
| BDX | 3.99% |
| 0VD0 | 3.86% |
| GOOG | 3.81% |
| J | 3.68% |
| BRK.B | 3.4% |
Sector | Weight |
---|---|
Information Technology | 24.18% |
Financials | 22.78% |
Industrials | 13.24% |
Communication services | 12.09% |
Consumer discretionary | 10.74% |
All Others | 16.97% |
Kovitz Core Equity ETF (EQTY) share price today is $22.57.
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.
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.
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.
The stock symbol (or ticker) of Kovitz Core Equity ETF is EQTY.
Yes, you can setup SIP in Kovitz Core Equity ETF shares. Follow the below steps to create the SIP:
Here is the historical performance of EQTY on the Vested app.
You can also access the top holdings, the expense ratio, and the sector breakdown for Kovitz Core Equity ETF on Vested.
The expense ratio of Kovitz Core Equity ETF (EQTY) is 0.99%.