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Kovitz Core Equity ETF
EQTYCurrent price
24.17 USD
-0.063 USD (-0.26%)
Company
–
ISIN
-
Category
Large Blend
Exchange
NYSE ARCA
Capitalization
1 177 762 667 USD
Yield for 12 month
+32.86 %
1Y
3Y
5Y
10Y
15Y
EQTY
Kovitz Core Equity ETF, a constituent of the ETF, is listed on the NYSE ARCA. Its market capitalization stands at 1 177 762 667 USD. Over the past year, it has generated a yield of +32.86 %. The fund's net expense ratio, a critical measure of operational efficiency, is recorded at 0.99 %. A significant allocation in cash assets underscores its liquidity position and risk management strategy. Turning to technical indicators, they offer a granular perspective on the fund's market behavior, historical trends, and potential forward momentum. For an in-depth analysis get premium access.
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Analytics
Total Assets
1 177 762 667 USDNet Expense Ratio
0.99 %Annual Holdings Turnover
20 %Asset HoldingEQTY
Cash
Long
3.73%
Short
-
Net Assets
3.73%
The US stocks
Long
91.5%
Short
-
Net Assets
91.5%
Stocks ex-US
Long
4.77%
Short
-
Net Assets
4.77%
Bonds
Long
-
Short
-
Net Assets
-
Other
Long
-
Short
-
Net Assets
-
Efficiency EQTY
1y Volatility
12.76%
Returns YTD
18.94%
3y Volatility
18.29%
Returns 1Y
37.07%
3y ExpReturn
0.00%
Returns 3Y
5.94%
3y SharpRatio
0.27%
Returns 5Y
12.49%
Returns 10Y
10.32%
Dividend Analytics EQTY
Dividend growth over 5 years
–Continuous growth
–Dividend History EQTY
1 year
3 years
5 years
10 years
21.11.2021 - 28.11.2021
Technical indicators EQTY
For 52 weeks
17.86 USD
24.09 USD
50 Day MA
22.97 USD
200 Day MA
21.77 USD
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