Kovitz’s Total US Stock Funds
1Y1 funds · 100% made money new: under a year old
Made money$1.4B
Kovitz us stock ETFs · past-year returns · as of Nov 5, 2026 · one tile per fund, largest first
US Stock Styles
Kovitz·1 of 1 funds·100% of Kovitz’s moneyIn the market’s US Stock Styles bucket: 805 ETFs · $3.19T · +14.6% YTD
Data as of Nov 5, 2026 · a scoreboard, not advice
- 1Y record
- 1–0
- Made money
- 100%
- Assets
- $1.4B
- Share of US Stock Styles
- 0%
Story of the Week
Week of Nov 2, 2026Kovitz in US Stock Styles
TodayKovitz $1.4BEveryone else $3.18T
Kovitz holds 0% of US Stock Styles AUM
Kovitz ETFs · current holdings · as of Nov 5, 2026
Kovitz’s US Stock Funds vs AUM
Today0%of the funds0%of the AUM
US Stock ETFsFundsAUM
Kovitz1 · 0%$1.4B · 0%
Everyone else804 · 100%$3.18T · 100%
US Stock Styles ETFs · current AUM · as of Nov 5, 2026 · 805 funds
Top 1 Kovitz US Stock ETFs
Today$1.4B of $1.4B
#FundAUM ▼1YFee
Kovitz us stock ETFs · current AUM · as of Nov 5, 2026 · fee per $100 a year
Compare US Stock Names
The Year in Kovitz US Stock ETFs
Kovitz’s US Stock ETF Record
1Y1–0made money · lost
of 1 with a full year
of 1 with a full year
Each bar is one fund · 1Y return
0 lost1 made money
Kovitz us stock ETFs · past-year returns · as of Nov 5, 2026
Kovitz’s US Stock ETF Fees
Today$0.99per $100 a year, typical
Funds at each fee · per $100 a year
1
0.99
1 fund at $0.99$1.4B · 100% of the money
Kovitz us stock ETFs · current fees · as of Nov 5, 2026
Inside US Stock Styles
Largest ETFs in Each Style
YTDBold Kovitz fund among the style’s 3 biggestWhole styleYTD asset-weighted
US Stock Styles ETFs · year-to-date returns, asset-weighted · as of Nov 5, 2026