Kovitz Core Equity ETF
Shareclass
Kovitz Core Equity ETF (EQTY)
Type
Exchange-traded fund
Manager
Gender equality score
52
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,249 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Kovitz Core Equity ETF EQTY
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Philip Morris International Inc5.29% of assets$60.31M invested
- 2. Microsoft Corp3.33% of assets$37.98M invested
- 3. Salesforce Inc1.95% of assets$22.24M invested
- 4. Keysight Technologies Inc3.18% of assets$36.26M invested
- 5. American Express Co1.84% of assets$20.98M invested
- 6. Jacobs Solutions Inc3.69% of assets$42.06M invested
- 7. Meta Platforms Inc Class A3.47% of assets$39.52M invested
- 8. Visa Inc Class A4.1% of assets$46.7M invested
- 9. Adobe Inc1.74% of assets$19.82M invested
- 10. Thermo Fisher Scientific Inc3.21% of assets$36.65M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. PACCAR Inc3% of assets$34.16M invested
- 2. Berkshire Hathaway Inc Class B3.38% of assets$38.51M invested
- 3. Floor & Decor Holdings Inc Class A0.95% of assets$10.79M invested
- 4. Charles Schwab Corp5.02% of assets$57.22M invested
- 5. Hayward Holdings Inc0.99% of assets$11.34M invested
- 6. Applied Materials Inc1.81% of assets$20.65M invested
- 7. Dollar Tree Inc3.07% of assets$35.02M invested
- 8. Universal Music Group NV ADR3.94% of assets$44.93M invested
- 9. Arista Networks Inc1.66% of assets$18.89M invested
- 10. Advanced Micro Devices Inc1.74% of assets$19.81M invested
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Financial performance
Performance data provided by
Find more financial data on EQTY at Morningstar.com
Find more financial data on EQTY at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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