Kovitz Core Equity ETF (EQTY) Research
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. The fund maintains the flexibility to invest in companies of any size, ranging from small- and mid-capitalization enterprises to larger ones.
Market snapshot
- Symbol
- EQTY
- Price
- $27.68
- Day change
- +0.95%
- Market cap
- $1.4B
- 52-week range
- 24-28.17
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- WisdomTree U.S. LargeCap Fund (EPS)
- iShares MSCI Switzerland ETF (EWL)
- First Trust Large Cap Growth AlphaDEX Fund (FTC)
- First Trust Growth Strength ETF (FTGS)
- Goldman Sachs MarketBeta U.S. Equity ETF (GSUS)
- WisdomTree U.S. Efficient Core Fund (NTSX)
- Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF (QDPL)
- Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE)
Open Kovitz Core Equity ETF (EQTY) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.