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Upturn AI SWOT - About
Kovitz Core Equity ETF (EQTY)
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Upturn Advisory Summary
04/01/2025: EQTY (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 12.93% | Avg. Invested days 62 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 67523 | Beta 1.04 | 52 Weeks Range 20.68 - 25.33 | Updated Date 04/1/2025 |
52 Weeks Range 20.68 - 25.33 | Updated Date 04/1/2025 |
Upturn AI SWOT
Kovitz Core Equity ETF
ETF Overview
Overview
The Kovitz Core Equity ETF (EQTY) is an actively managed ETF that seeks to provide long-term capital appreciation by investing primarily in a diversified portfolio of U.S. equities. It aims to outperform the S&P 500 Index by focusing on companies with strong fundamentals and sustainable competitive advantages.
Reputation and Reliability
Kovitz Investment Group is a well-established investment advisory firm with a history of providing investment management services to institutional and individual clients.
Management Expertise
The management team consists of experienced investment professionals with expertise in fundamental equity analysis and portfolio management.
Investment Objective
Goal
To achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, selecting stocks based on fundamental analysis and valuation. It does not track a specific index.
Composition The ETF primarily holds U.S. common stocks across various sectors.
Market Position
Market Share: Data unavailable to provide market share of the Kovitz Core Equity ETF in its sector
Total Net Assets (AUM): Data unavailable to provide Total Net Assets (AUM).
Competitors
Key Competitors
- SPY
- IVV
- VOO
Competitive Landscape
The ETF industry is highly competitive. Major competitors like SPY, IVV, and VOO dominate the market share due to their low cost and high liquidity. EQTY's advantage lies in its active management, potentially providing higher returns, but it also comes with higher fees and the risk of underperformance compared to passive index funds.
Financial Performance
Historical Performance: Historical financial performance data is unavailable to provide for this ETF's financial performance.
Benchmark Comparison: Benchmark Comparison data is unavailable to provide.
Expense Ratio: Data unavailable to provide this ETF's expense ratio.
Liquidity
Average Trading Volume
Average trading volume data is unavailable to provide this ETF's average trading volume.
Bid-Ask Spread
Bid-ask spread data is unavailable to provide this ETF's bid-ask spread.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions influencing investor sentiment and equity valuations can impact the ETF's performance. Changes in interest rates, inflation, and geopolitical events can also affect market dynamics and the ETF's returns.
Growth Trajectory
Growth trends and patterns data is unavailable to provide including any changes to strategy and holdings of this ETF.
Moat and Competitive Advantages
Competitive Edge
EQTY's competitive edge lies in its active management style and focus on companies with strong fundamentals. The fund aims to deliver superior returns by selecting undervalued stocks with long-term growth potential. Kovitz Investment Group's expertise in fundamental equity analysis and portfolio management could be a key differentiator. However, active management also carries the risk of underperforming the market.
Risk Analysis
Volatility
Historical volatility data is unavailable to provide.
Market Risk
The ETF is subject to market risk, including fluctuations in stock prices and overall market downturns. Specific risks are tied to the underlying assets, such as sector-specific risks, company-specific risks, and macroeconomic risks.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking long-term capital appreciation and who are comfortable with the risks associated with equity investing and active management.
Market Risk
The ETF may be best for long-term investors who are willing to accept higher fees in exchange for the potential for higher returns through active management.
Summary
The Kovitz Core Equity ETF is an actively managed fund focused on long-term capital appreciation through investments in U.S. equities. It aims to outperform the S&P 500 by selecting stocks based on fundamental analysis. The ETF's success depends on the investment team's ability to identify undervalued companies with strong growth potential. It is suitable for investors seeking actively managed equity exposure and willing to accept the associated risks and higher fees. More information is needed to complete an analysis due to the lack of available information.
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Sources and Disclaimers
Data Sources:
- ETF.com
- Kovitz Investment Group Website
- SEC Filings
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. The ETF's performance is not guaranteed and past performance is not indicative of future results. Investors should consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Kovitz Core Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests primarily in equity securities of U.S. and foreign companies. Equity securities in which the fund may invest include common stocks and common stock equivalents (such as rights or warrants, which give the fund the ability to purchase the common stock, and convertible securities, which are securities that are convertible into the common stock). The fund may invest in companies of any market capitalization, including small- and mid-capitalization companies.
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