The annual fee that you pay to the fund company for managing your investment. The lower the expense ratio, the better. This is not an investment recommendation.

Dividends

0.02%Dividend Yield

Dec 25

$0.01

Jan 25

$0.08

Jan 24

$0.05

Jan 23

$0.01

10Y Growth

N/A

5Y Growth

N/A

3Y Growth

-50.79%

1Y Growth

N/A

People Also Follow

This list is based on the watchlists of people on Stock Events who follow EQTY. It's not an investment recommendation.

Competitors

This list is an analysis based on recent market events. It's not an investment recommendation.

Vanguard 500 Index Fund Investor Shares

VFINX

Mkt Cap0

Vanguard 500 Index Fund tracks the S&P 500, directly competing with EQTY's broad market exposure.

Schwab S&P 500 Index Fund

SWPPX

Mkt Cap0

Schwab S&P 500 Index Fund also tracks the S&P 500, offering a similar investment strategy to EQTY.

Fidelity 500 Index Fund

FXAIX

Mkt Cap0

Fidelity 500 Index Fund is another major S&P 500 tracker, competing in the same space as EQTY.

Vanguard Total Stock Market Index Fund Admiral Shares

VTSAX

Mkt Cap0

Vanguard Total Stock Market Index Fund covers the entire U.S. equity market, including the large-cap sector targeted by EQTY.

iShares Core S&P 500

IVV

Mkt Cap0

iShares Core S&P 500 ETF directly competes with EQTY by tracking the same index, the S&P 500.

SPDR S&P 500 Trust

SPY

Mkt Cap0

SPDR S&P 500 ETF Trust is one of the most well-known S&P 500 ETFs, competing for the same investors as EQTY.

Vanguard Total Stock Market Index Fund Investor Shares

VTSMX

Mkt Cap0

Vanguard Total Stock Market Index Fund offers comprehensive U.S. market coverage, similar to EQTY's investment approach.

American Funds The Growth Fund of America

AGTHX

Mkt Cap0

American Funds Growth Fund of America focuses on large-cap U.S. equities, similar to EQTY's investment focus.

T. Rowe Price Blue Chip Growth Fund

TRBCX

Mkt Cap0

T. Rowe Price Blue Chip Growth Fund invests in large-cap U.S. stocks, competing with EQTY's core equity strategy.

Vanguard Growth Index Fund Admiral Shares

VIGAX

Mkt Cap0

Vanguard Growth Index Fund targets large-cap growth stocks, overlapping with some of EQTY's market segments.

Holdings

Regions

Sectors

About

The fund's primary investment strategy involves allocating capital to equity securities issued by both U.S. and international corporations. Its permissible stock holdings encompass conventional common shares along with "common stock equivalents." These equivalents include instruments like rights or warrants, which grant the holder the option to purchase common stock, and convertible securities, which can be exchanged for common shares. The fund maintains the flexibility to invest in companies of any size, ranging from small- and mid-capitalization enterprises to larger ones.

CEO

Country

United States

ISIN

US92046L3539

Listings

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FAQ

What is Kovitz Core Equity stock price today?▼

The current price of EQTY is $27.68 USD — it has increased by +0.95% in the past 24 hours. Watch Kovitz Core Equity stock price performance more closely on the chart.

What is Kovitz Core Equity stock ticker?▼

Depending on the exchange, the stock ticker may vary. For instance, on exchange Kovitz Core Equity stocks are traded under the ticker EQTY.

Is Kovitz Core Equity stock price growing?▼

EQTY stock has fallen by -0.22% compared to the previous week, the month change is a +1.91% rise, over the last year Kovitz Core Equity has showed a +14.85% increase.

Does Kovitz Core Equity pay dividends?▼

Yes, EQTY dividends are paid annual. The last dividend per share was 0.01 USD. As of today, Dividend Yield (FWD)% is 0.02%.

In which sector is Kovitz Core Equity located?▼

Kovitz Core Equity operates in the Other sector.

When did Kovitz Core Equity complete a stock split?▼

Kovitz Core Equity has not had any recent stock splits.