Kovitz Core Equity ETF (EQTY) — ETF Analysis on Winston

Key Facts

• Issuer: Kovitz
• Category: Equity
• Asset Class: Equity
• Price: $28.61
• Expense Ratio: 99.00%
• Assets Under Management: $1.3B
• Number of Holdings: 0
• Inception Date: 2022-12-12
• Currency: USD

Winston Score

Kovitz Core Equity ETF has a Winston Score of 61 out of 100.

Performance

• 1-Year Return: 21.00%
• 3-Year Return: 57.66%
• 5-Year Return: 67.50%

Sector Breakdown

Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%), Energy (N/A%), Financial Services (N/A%)