Kovitz Core Equity ETF (EQTY)
- Previous Close
21.07 - Open
21.15 - Bid 21.18 x 2900
- Ask 31.80 x 3200
- Day's Range
21.15 - 21.23 - 52 Week Range
16.84 - 22.00 - Volume
71,709 - Avg. Volume
48,596 - Net Assets 1.08B
- NAV 21.19
- PE Ratio (TTM) 26.31
- Yield 0.23%
- YTD Daily Total Return 6.58%
- Beta (5Y Monthly) 1.02
- Expense Ratio (net) 0.99%
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.
kovitzetf
Fund Family
Large Blend
Fund Category
1.08B
Net Assets
2011-12-28
Inception Date
Performance Overview: EQTY
Trailing returns as of 4/26/2024. Category is Large Blend.
People Also Watch
Holdings: EQTY
Top 10 Holdings (40.97% of Total Assets)
Sector Weightings
Related ETF News
Research Reports: EQTY
Daily – Vickers Top Buyers & Sellers for 04/03/2023
The Vickers Top Buyers & Sellers is a daily report that identifies the five companies the largest insider purchase transactions based on the dollar value of the transactions as well as the five companies the largest insider sales transactions based on the dollar value of the transactions.
Analyst Report: ConocoPhillips
ConocoPhillips is a U.S.-based independent exploration and production firm. In 2021, it produced 1.0 million barrels per day of oil and natural gas liquids and 3.2 billion cubic feet per day of natural gas, primarily from Alaska and the Lower 48 in the United States and Norway in Europe and several countries in Asia-Pacific and the Middle East. Proven reserves at year-end 2021 were 6.1 billion barrels of oil equivalent.
RatingPrice TargetAnalyst Report: Exxon Mobil Corporation
ExxonMobil is an integrated oil and gas company that explores for, produces, and refines oil around the world. In 2021, it produced 2.3 million barrels of liquids and 8.5 billion cubic feet of natural gas per day. At the end of 2021, reserves were 18.5 billion barrels of oil equivalent, 66% of which were liquids. The company is the world's largest refiner with a total global refining capacity of 4.6 million barrels of oil per day and one of the world's largest manufacturers of commodity and specialty chemicals.
RatingPrice TargetMUR: Lowering target price to $44.00
MURPHY OIL CORP has an Investment Rating of HOLD; a target price of $44.000000; an Industry Subrating of Medium; a Management Subrating of Medium; a Safety Subrating of Medium; a Financial Strength Subrating of High; a Growth Subrating of Medium; and a Value Subrating of Low.
RatingPrice Target