EWMCX Mutual Fund
EWMCX Mutual Fund
NAV$45.01
AUM$521M
TER0.90%
Holdings31
EWMCX Mutual Fund
NAV$45.01
Evercore Equity Fund
AUM$521M
TER0.90%
Holdings31
EWMCX Mutual Fund Overlap Analysis
EWMCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EWMCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, EWMCX may share significant positions with broad-market funds.
EWMCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EWMCX tax-loss harvesting finds highly correlated but non-identical funds.