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Upturn AI Summary
Kovitz Core Equity ETF(EQTY)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for EQTY
10/23/2026: EQTY (3-star) is currently NOT-A-BUY. Pass it for now.
The Kovitz Core Equity ETF (EQTY) is an actively managed fund that provides exposure to a concentrated portfolio of US-listed equities selected based on fundamental value. Its main strengths include the potential for active outperformance through rigorous security selection and a clear, value-driven investment philosophy. The fund is designed for long-term capital appreciation, though it carries risks related to its concentrated holdings and higher expense ratio compared to passive indices. It is best suited for investors who value active management over passive index tracking and are willing to accept the volatility inherent in a focused equity portfolio.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The fund's value-leaning approach may underperform in periods dominated strictly by aggressive growth stocks. |
| Momentum investor | Weak fit | The strategy is based on fundamental value rather than price momentum signals. |
| Value investor | Strong fit | The fund's focus on intrinsic value makes it a strong candidate for value-oriented investors. |
| Dividend/Income investor | Mixed fit | While it holds quality companies, it is not specifically marketed as a high-yield dividend strategy. |
| Low-risk investor | Weak fit | The concentrated nature of the portfolio may lead to higher volatility than broad, diversified indices. |
Investor Profile
Ideal Investor Profile
Investors seeking an active, value-oriented approach to US equities who are comfortable with the risks of concentration.
Suitability
Best for long-term investors who believe in the manager's ability to outperform the market through fundamental analysis.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The concentrated portfolio approach can lead to higher performance swings than diversified benchmarks. |
| Market risk | High | As an equity-heavy fund, it is fully exposed to general market downturns. |
| Concentration | Medium / high | Fewer holdings increase the impact of any single stock's poor performance on the overall fund. |
| Tracking/expense | Medium | The active management fee is higher than passive alternatives, requiring consistent alpha to justify. |
| Liquidity | Medium | Lower average daily volume can lead to larger spreads during periods of market stress. |
| Business/sector quality | Low | The fund targets high-quality businesses, partially mitigating sector-specific quality risks. |
Risk Analysis
Volatility
EQTY exhibits moderate-to-high volatility compared to the S&P 500 due to its concentrated holdings.
Market Risk
The fund is inherently exposed to equity market systemic risk, including macroeconomic and political factors.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| US Equity | Diversified US-listed Large-Cap and Mid-Cap Equities | 97 | The portfolio focuses on high-quality US companies selected for their long-term growth and value potential. |
| Cash/collateral | Cash and Cash Equivalents | 3 | Liquidity is maintained for operational purposes and opportunistic investment. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 25.52% | Avg. Invested days 77 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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