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Kovitz Core Equity ETF EQTY

Morningstar Medalist Rating
Medalist Rating as of | See Kovitz Investment Hub

Morningstar’s Analysis EQTY

Will EQTY outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EQTY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EQTY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EQTY’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Kovitz Core Equity ETF's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EQTY

More EQTY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash & Cash Equivalents

6.31 65.7 Mil
Cash and Equivalents

Alphabet Inc Class C

4.70 49.0 Mil
Communication Services

Meta Platforms Inc Class A

4.65 48.4 Mil
Communication Services

Amazon.com Inc

4.54 47.3 Mil
Consumer Cyclical

Charles Schwab Corp

4.38 45.6 Mil
Financial Services

Berkshire Hathaway Inc Class B

4.25 44.2 Mil
Financial Services

American Express Co

4.24 44.1 Mil
Financial Services

Philip Morris International Inc

4.16 43.3 Mil
Consumer Defensive

Becton Dickinson & Co

4.04 42.1 Mil
Healthcare

Visa Inc Class A

3.80 39.6 Mil
Financial Services