Evercore Equity Fund (EWMCX)
38.96
-0.27
(-0.69%)
USD |
Mar 05 2026
EWMCX Asset Allocations & Exposures
Asset Allocation
As of January 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.62% |
| Stock | 99.08% |
| Bond | 0.34% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.04% |
Market Capitalization
As of January 31, 2026
| Large | 71.10% |
| Mid | 18.53% |
| Small | 10.37% |
Region Exposure
| Americas | 96.56% |
|---|---|
|
North America
|
91.38% |
| United States | 91.38% |
|
Latin America
|
5.18% |
As of January 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 2.83% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
2.83% |
| Switzerland | 2.83% |
|
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 | 0.61% |
|---|
Stock Sector Exposure
| Cyclical |
|
48.07% |
| Materials |
|
0.00% |
| Consumer Discretionary |
|
20.26% |
| Financials |
|
23.03% |
| Real Estate |
|
4.78% |
| Sensitive |
|
47.87% |
| Communication Services |
|
9.90% |
| Energy |
|
5.78% |
| Industrials |
|
10.49% |
| Information Technology |
|
21.70% |
| Defensive |
|
3.06% |
| Consumer Staples |
|
0.00% |
| Health Care |
|
3.06% |
| Utilities |
|
0.00% |
| Not Classified |
|
0.99% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.99% |
As of January 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 | -- |