EWMCX Mutual Fund
EWMCX Mutual Fund
NAV$43.28
AUM$532M
TER0.90%
Holdings32
See how much of EWMCX you already own
EWMCX Mutual Fund
NAV$43.28
Evercore Equity Fund
AUM$532M
TER0.90%
Holdings32
See how much of EWMCX you already own
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 32 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.