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.
Kovitz Core Equity ETF EQTY
Morningstar’s Analysis EQTY
Will EQTY outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 39.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Alphabet Inc Class C | 4.40 | 60M | Communication Services |
Charles Schwab Corp | 4.34 | 59M | Financial Services |
Aon PLC Class A | 4.22 | 58M | Financial Services |
Visa Inc Class A | 4.18 | 57M | Financial Services |
Microsoft Corp | 4.06 | 55M | Technology |
Philip Morris International Inc | 4.05 | 55M | Consumer Defensive |
Intercontinental Exchange Inc | 4.03 | 55M | Financial Services |
Waters Corp | 3.73 | 51M | Healthcare |
Sunbelt Rentals Holdings Inc | 3.65 | 50M | Industrials |
Amazon.com Inc | 3.19 | 44M | Consumer Cyclical |
United States