EQTY 📈 Kovitz Core Equity - Overview
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US92046L3539 • Large Blend
EQTY: Common Stocks, Convertible Securities, Rights, Warrants
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.
Additional Sources for EQTY ETF
News:
Wall Street Journal
Benzinga
Yahoo Finance
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
EQTY ETF Overview
| Market Cap in USD | 1,223m |
| Category | Large Blend |
| TER | 0.99% |
| IPO / Inception | 2011-12-28 |
EQTY ETF Ratings
| Growth 5y | 81.8% |
| Fundamental | - |
| Dividend | 48.9% |
| Rel. Strength Industry | -17.3 |
| Analysts | - |
| Fair Price Momentum | 23.98 USD |
| Fair Price DCF | - |
EQTY Dividends
| Dividend Yield 12m | 0.21% |
| Yield on Cost 5y | 0.31% |
| Annual Growth 5y | 98.07% |
| Payout Consistency | 100.0% |
EQTY Growth Ratios
| Growth Correlation 3m | 85.9% |
| Growth Correlation 12m | 92.5% |
| Growth Correlation 5y | 96.5% |
| CAGR 5y | 21.09% |
| CAGR/Mean DD 5y | 9.24 |
| Sharpe Ratio 12m | 1.30 |
| Alpha | -4.76 |
| Beta | 1.00 |
| Volatility | 16.40% |
| Current Volume | 9.6k |
| Average Volume 20d | 58.2k |
What is the price of EQTY stocks?
As of December 22, 2024, the stock is trading at USD 24.02 with a total of 9,600 shares traded.
Over the past week, the price has changed by -1.96%, over one month by +0.95%, over three months by +5.07% and over the past year by +22.68%.
As of December 22, 2024, the stock is trading at USD 24.02 with a total of 9,600 shares traded.
Over the past week, the price has changed by -1.96%, over one month by +0.95%, over three months by +5.07% and over the past year by +22.68%.
Is Kovitz Core Equity a good stock to buy?
Yes. Based on ValueRay Analyses, Kovitz Core Equity (NYSE ARCA:EQTY) is currently (December 2024) a good stock to buy. It has a ValueRay Growth Rating of 81.80 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of EQTY as of December 2024 is 23.98. This means that EQTY is currently overvalued and has a potential downside of -0.17%.
Yes. Based on ValueRay Analyses, Kovitz Core Equity (NYSE ARCA:EQTY) is currently (December 2024) a good stock to buy. It has a ValueRay Growth Rating of 81.80 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of EQTY as of December 2024 is 23.98. This means that EQTY is currently overvalued and has a potential downside of -0.17%.
Is EQTY a buy, sell or hold?
Kovitz Core Equity has no consensus analysts rating.
Kovitz Core Equity has no consensus analysts rating.
What are the forecast for EQTY stock price target?
According to ValueRays Forecast Model, EQTY Kovitz Core Equity will be worth about 26.7 in December 2025. The stock is currently trading at 24.02. This means that the stock has a potential upside of +10.99%.
According to ValueRays Forecast Model, EQTY Kovitz Core Equity will be worth about 26.7 in December 2025. The stock is currently trading at 24.02. This means that the stock has a potential upside of +10.99%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 26.7 | 11% |