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EQTY Stock Price, Chart, Stats & News

Kovitz Core Equity ETF
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Large Blend
Category
0.02%
Dividend yield
0.99%
Expense ratio
1.37B
Assets
13.25%
1Y return

EQTY chart

1M
3M
1Y
5Y
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EQTY returns

YTD
2.76%
1Y
13.25%
3Y
15.80%
5Y
8.33%
10Y
12.27%
1Y volatility12.77%
3Y volatility13.36%
Sharpe ratio0.93

About

The fund's primary investment strategy involves allocating capital to equity securities issued by both U. S. and international corporations. Its permissible stock holdings encompass conventional common shares along with "common stock equivalents." These equivalents include instruments like rights or warrants, which grant the holder the option to purchase common stock, and convertible securities, which can be exchanged for common shares.

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