Equalize Community Development Fund
Equalize Community Development Fund
Expense ratio
Net assets1
$28.63M
Holdings1
2
Category
Other
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Top holdings

As of March 31, 2026 · N-PORT
SecurityTickerValue% of fund
Zywave_Pfd Equity ZURN SW $5.32M 18.59%
Zywave_Pfd Equity ZURN SW $2.48M 8.66%
Zywave_Pfd Equity ZURN SW $2.45M 8.56%
Zywave_Pfd Equity ZURN SW $1.63M 5.70%
Zywave_Pfd Equity ZURN SW $1.60M 5.59%
Zywave_Pfd Equity ZURN SW $1.32M 4.62%
Zywave_Pfd Equity ZURN SW $1.20M 4.20%
Zywave_Pfd Equity ZURN SW $1.08M 3.76%
Zywave_Pfd Equity ZURN SW $898.17K 3.14%
Zywave_Pfd Equity ZURN SW $895.85K 3.13%
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Allocation by sector

As of March 31, 2026 · N-PORT
View portfolio breakdown →

Portfolio moves

Dec 31, 2025 → Mar 31, 2026
Opened
0
Exited
0
Increased
1
Decreased
1
Unchanged
0

How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.

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Footnotes

  1. Net assets and holdings count as of March 31, 2026, from the fund's N-PORT filing.

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