Evercore Equity Fund (EWMCX)
41.81
+0.71
(+1.73%)
USD |
Apr 30 2026
EWMCX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.13% |
| Stock | 99.89% |
| Bond | 0.06% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.08% |
Market Capitalization
As of March 31, 2026
| Large | 73.48% |
| Mid | 16.75% |
| Small | 9.77% |
Region Exposure
| Americas | 94.75% |
|---|---|
|
North America
|
89.30% |
| United States | 89.30% |
|
Latin America
|
5.45% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 5.20% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
5.20% |
| Switzerland | 3.25% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.05% |
|---|
Stock Sector Exposure
| Cyclical |
|
48.34% |
| Materials |
|
0.00% |
| Consumer Discretionary |
|
20.26% |
| Financials |
|
23.67% |
| Real Estate |
|
4.42% |
| Sensitive |
|
48.64% |
| Communication Services |
|
10.42% |
| Energy |
|
7.30% |
| Industrials |
|
10.94% |
| Information Technology |
|
19.97% |
| Defensive |
|
2.84% |
| Consumer Staples |
|
0.00% |
| Health Care |
|
2.84% |
| Utilities |
|
0.00% |
| Not Classified |
|
0.19% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.19% |
As of March 31, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |