S&P 500 7,509.09 +0.88% NASDAQ 25,841.09 +1.31% DOW 52,200.71 +0.70% R2K 2,979.10 +1.25% VIX 17.01 -8.79% US 10Y 4.63 +0.65% DXY 101.17 +0.18% GOLD 4,088.30 +1.94% CRUDE 84.60 +1.65% BITCOIN 66,447.08 +1.87%
Next Bullish Trade
Sign in
EQL

EQL EQL

$50.88 +0.15 (+0.30%)
Neutral · +0.28σ

Price chart

Timeframe
Range

Loading…

Latest bar · EQL

Momentum reads · latest daily bar
Last
$50.88
+0.15 (+0.30%)
Mkt cap
$733M
Large Value
RSI(14)
53.7
neutral
Stochastic %K
44.3
neutral
MFI(14)
64.3
neutral
ADX(14)
9.8
weak trend

Green means room to run, red means stretched — the reads re-read live as you switch the chart's timeframe. MFI(14) is a volume-weighted money-flow read: above 80 = overbought, below 20 = oversold.

Top holdings

TickerName Weight
GOOGL Alphabet Inc Class A 5.27%
AMZN Amazon.com Inc 3.45%
XOM Exxon Mobil Corp 2.44%
LIN Linde PLC 1.92%
TSLA Tesla Inc 1.81%
NVDA NVIDIA Corp 1.76%
META Meta Platforms Inc Class A 1.68%
AAPL Apple Inc 1.61%
LLY Eli Lilly and Co 1.61%
WMT Walmart Inc 1.52%
Everything else 76.93%

Click any ticker to open its own chart page.

Sector / asset mix

Sector weightings

Technology
10.2%
Consumer Cyclical
9.6%
Utilities
9.4%
Healthcare
9.4%
Industrials
9.3%
Financial Services
9.1%
Communication Services
8.9%
Consumer Defensive
8.8%
Energy
8.7%
Realestate
8.7%
Basic Materials
8.0%

Asset split

Stock
99.9%
Cash
0.1%

Fund profile

Expense ratio
0.19%
Total assets (AUM)
$732.6M
Distribution yield
1.37%
Category
Large Value
Fund family
ALPS
Inception
Jul 06, 2009

Expense ratio is the annual cost of holding the fund; distribution yield is what it pays out.

Compare EQL vs peers

Line EQL up against up to 4 peers (5 tickers total) across ~30 metrics and get one weighted 0-100 verdict — best in green, worst in red. Peers also overlay on the chart above as rebased % lines, or flip the chart to the 2×2 grid for side-by-side mini charts.

Comparing EQL no peers yet — add up to 4 below

Add tickers to compare with EQL

~30 metrics across Snapshot, OdysseyHQ zone, Valuation, Growth, Quality, Technicals, Sentiment, and Risk — with a weighted score and a one-line read on each.

About EQL

The underlying index is designed to track the performance of U.S. large-capitalization equities by allocating equal weight across economic sectors, while maintaining float-adjusted market capitalization weighting within each sector. It will normally invest at least 80% of its net assets in securities that comprise the underlying index. It is non-diversified.