Morningstar

Kovitz Core Equity ETF EQTY

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

Morningstar’s Analysis EQTY

Will EQTY outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Kovitz Core Equity ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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 43.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.15 72M
Technology

Visa Inc Class A

4.90 68M
Financial Services

Waters Corp

4.52 63M
Healthcare

Philip Morris International Inc

4.22 59M
Consumer Defensive

Intercontinental Exchange Inc

4.20 59M
Financial Services

Aon PLC Class A

4.19 58M
Financial Services

Analog Devices Inc

4.17 58M
Technology

Carrier Global Corp Ordinary Shares

4.12 58M
Industrials

Charles Schwab Corp

4.07 57M
Financial Services

Cash & Cash Equivalents

3.87 54M
Cash and Equivalents

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