EWMCX Mutual Fund

NAV$37.77

AUM$489M

TER0.90%

Holdings32

EWMCX Mutual Fund

NAV$37.77

Evercore Equity Fund

AUM$489M

TER0.90%

Holdings32

✓All holdings

✓Overlap Analysis

✓ETF Screener

✓Compare ETFs

$149$60/mo

Limited to first 500

Get Started →

Holdings Overlap Analysis

Compare EWMCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings EWMCX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

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.