Kovitz Core is trading at 24.46 as of the 27th of November 2024; that is 0.33 percent increase since the beginning of the trading day. The etf's open price was 24.38. Kovitz Core has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for Kovitz Core Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of December 2022 and ending today, the 27th of November 2024. Click here to learn more.
Kovitz Core is entity of United States. It is traded as Etf on NYSE ARCA exchange. More on Kovitz Core Equity
Mitchell Kovitz, Joel Hirsh, Bryan Engler, Jonathan Shapiro
Transfer Agent
Brown Brothers Harriman & Co.
Fiscal Year End
31-Oct
Exchange
NYSE Arca, Inc.
Number of Constituents
42.0
Market Maker
GTS
Total Expense
0.99
Management Fee
0.99
Country Name
USA
Returns Y T D
22.62
Name
Kovitz Core Equity ETF
Currency Code
USD
Open Figi
BBG01BX1KSN6
In Threey Volatility
18.09
1y Volatility
11.58
200 Day M A
22.1003
50 Day M A
23.5453
Code
EQTY
Updated At
27th of November 2024
Currency Name
US Dollar
In Threey Sharp Ratio
0.16
Type
ETF
Kovitz Core Equity [EQTY] is traded in USA and was established null. The fund is listed under Large Blend. The entity is thematically classified as Strategy ETFs. Kovitz Core Equity currently have in assets under management (AUM). , while the total return for the last 3 years was 6.4%.
Check Kovitz Core Probability Of Bankruptcy
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Kovitz Core. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
When determining whether Kovitz Core Equity offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Kovitz Core's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Kovitz Core Equity Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Kovitz Core Equity Etf:
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The market value of Kovitz Core Equity is measured differently than its book value, which is the value of Kovitz that is recorded on the company's balance sheet. Investors also form their own opinion of Kovitz Core's value that differs from its market value or its book value, called intrinsic value, which is Kovitz Core's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Kovitz Core's market value can be influenced by many factors that don't directly affect Kovitz Core's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Kovitz Core's value and its price as these two are different measures arrived at by different means. Investors typically determine if Kovitz Core is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Kovitz Core's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.