EQTY
Kovitz Core Equity ETF
📎 Investment Objective
The Kovitz Core Equity ETF seeks to provide long-term capital appreciation by investing in a diversified portfolio of U.S. equities.
Overview
ETF tracking Kovitz Core Equity ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Kovitz Core Equity ETF seeks to provide long-term capital appreciation by investing in a diversified portfolio of U.S. equities.
🎯 Investment Strategy
The fund aims to achieve its objective by investing primarily in large-cap U.S. stocks that the fund's managers believe are undervalued and have strong growth potential. The portfolio is actively managed, with the managers using fundamental analysis to identify attractive investment opportunities.
✨ Key Features
- Actively managed portfolio of large-cap U.S. stocks
- Focuses on undervalued companies with growth potential
- Diversified exposure to the U.S. equity market
- No expense ratio charged to investors
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Equity risk: The fund is subject to the risks associated with investing in the stock market
- Active management risk: The fund's performance may deviate from the broader market due to the manager's investment decisions
- Concentration risk: The fund's performance may be more volatile due to its focus on a specific sector or industry
👤 Best For
The Kovitz Core Equity ETF may be suitable for long-term investors seeking exposure to the U.S. equity market and the potential for capital appreciation. Investors with a moderate to high-risk tolerance and a long-term investment horizon may find this fund appropriate as part of a diversified portfolio.