Kovitz Core Equity ETF (EQTY)
Kovitz Core Equity ETF operates in the Asset Management industry of the Financial Services sector, headquartered in Chicago, IL, US. The stock last traded at $29.87, down 0.24% on the session, giving a market capitalisation of $1.43B. Its beta of 0.93 implies it has historically moved less than the broad market.
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.
Kovitz Core Equity ETF is most often compared with the following Financial Services names: