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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
10/08/2026: EQTY (3-star) is currently NOT-A-BUY. Pass it for now.
Kovitz Core Equity ETF (EQTY) provides exposure to a concentrated portfolio of high-quality, undervalued U.S. large-cap equities selected through active fundamental research. Its primary strengths are a disciplined value-oriented philosophy and the potential for active selection to navigate market environments differently than broad indices. Investors should view this as a potential core or satellite equity holding, though it carries risks related to manager underperformance, higher expense ratios, and relative illiquidity compared to massive passive funds. It is most suitable for long-term investors who trust active security selection over passive beta, and who should monitor the fund’s tracking relative to the S&P 500 and its ongoing expense profile.
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 focus on value and quality may lag during periods of aggressive momentum-driven growth. |
| Momentum investor | Weak fit | The fund's fundamental, valuation-based approach often ignores transient momentum trends. |
| Value investor | Strong fit | The core investment strategy is explicitly centered on identifying undervalued high-quality equities. |
| Dividend/Income investor | Mixed fit | While it holds quality stocks, income generation is secondary to total capital appreciation. |
| Low-risk investor | Mixed fit | Active equity management carries inherent market risks, even with a quality-focused selection. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term capital growth who prefers active, fundamental-driven management over passive index tracking.
Suitability
EQTY is best suited for long-term investors willing to tolerate the fees and performance tracking risk associated with active management.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Equity investments are subject to market fluctuations that impact daily NAV. |
| Market risk | Medium | Broader economic downturns can lead to significant declines in portfolio value. |
| Concentration | Medium | A narrower portfolio than a broad index may cause the fund to deviate significantly from market returns. |
| Tracking/expense | Medium | Active management fees and drift from the benchmark index represent persistent performance hurdles. |
| Liquidity | Medium | Lower average daily volume compared to major ETFs can result in higher transaction costs for traders. |
| Business/sector quality | Low | The strategy specifically seeks out high-quality businesses to mitigate inherent company-specific risks. |
Risk Analysis
Volatility
The fund experiences volatility characteristic of the broader equity market, mitigated slightly by a focus on quality.
Market Risk
EQTY is highly susceptible to systematic market risks, including interest rate fluctuations and macroeconomic downturns.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| U.S. Large-Cap Equities | Diverse basket of high-quality U.S. stocks | 97.5 | Provides core exposure to large-cap U.S. companies selected for quality and value. |
| Cash/collateral | Cash and cash equivalents | 2.5 | Maintains a small liquidity buffer for operational efficiency and tactical flexibility. |
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 10/08/2026 |
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