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 42.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.12 72M
Technology

Charles Schwab Corp

4.50 63M
Financial Services

Visa Inc Class A

4.50 63M
Financial Services

Waters Corp

4.20 59M
Healthcare

Analog Devices Inc

4.18 59M
Technology

Intercontinental Exchange Inc

4.15 58M
Financial Services

Philip Morris International Inc

3.99 56M
Consumer Defensive

Alphabet Inc Class C

3.99 56M
Communication Services

Aon PLC Class A

3.82 54M
Financial Services

Carrier Global Corp Ordinary Shares

3.65 51M
Industrials

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