Evercore Equity Fund
EWMCX
NASDAQ
| Weiss Ratings | EWMCX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | EWMCX-NASDAQ | Click to Compare |
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| Provider | Wall Street | |||
| Manager/Tenure (Years) | Timothy W. Evnin (16), Charles D. Ryan (14), Michael Seppelt (12) | |||
| Website | http://www.evercorewealthfunds.com | |||
| Fund Information | EWMCX-NASDAQ | Click to Compare |
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| Fund Name | Evercore Equity Fund | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Dec 24, 1945 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | EWMCX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.06% | |||
| Dividend | EWMCX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.25% | |||
| Asset Allocation | EWMCX-NASDAQ | Click to Compare |
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| Cash | 0.16% | |||
| Stock | 99.83% | |||
| U.S. Stock | 96.92% | |||
| Non-U.S. Stock | 2.91% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | EWMCX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.13% | |||
| 30-Day Total Return | -3.44% | |||
| 60-Day Total Return | -1.56% | |||
| 90-Day Total Return | 0.75% | |||
| Year to Date Total Return | 9.44% | |||
| 1-Year Total Return | 9.68% | |||
| 2-Year Total Return | 20.19% | |||
| 3-Year Total Return | 55.69% | |||
| 5-Year Total Return | 57.09% | |||
| Price | EWMCX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | EWMCX-NASDAQ | Click to Compare |
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| Nav | $42.86 | |||
| 1-Month Low NAV | $42.74 | |||
| 1-Month High NAV | $44.20 | |||
| 52-Week Low NAV | $36.17 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $45.09 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | EWMCX-NASDAQ | Click to Compare |
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| Beta | 1.00 | |||
| Standard Deviation | 13.77 | |||
| Balance Sheet | EWMCX-NASDAQ | Click to Compare |
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| Total Assets | 538.27M | |||
| Operating Ratios | EWMCX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.90% | |||
| Turnover Ratio | 17.00% | |||
| Performance | EWMCX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.71% | |||
| Last Bear Market Total Return | -14.21% | |||