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 (15), 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 | 0.07% | |||
| Dividend | EWMCX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.04% | |||
| Asset Allocation | EWMCX-NASDAQ | Click to Compare |
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| Cash | 0.30% | |||
| Stock | 99.70% | |||
| U.S. Stock | 95.41% | |||
| Non-U.S. Stock | 4.29% | |||
| 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 | 1.37% | |||
| 30-Day Total Return | -3.76% | |||
| 60-Day Total Return | -6.21% | |||
| 90-Day Total Return | -4.64% | |||
| Year to Date Total Return | -4.08% | |||
| 1-Year Total Return | 16.53% | |||
| 2-Year Total Return | 13.69% | |||
| 3-Year Total Return | 45.20% | |||
| 5-Year Total Return | 48.02% | |||
| 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 | $37.56 | |||
| 1-Month Low NAV | $36.17 | |||
| 1-Month High NAV | $39.23 | |||
| 52-Week Low NAV | $31.60 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $41.82 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | EWMCX-NASDAQ | Click to Compare |
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| Beta | 1.03 | |||
| Standard Deviation | 12.42 | |||
| Balance Sheet | EWMCX-NASDAQ | Click to Compare |
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| Total Assets | 502.46M | |||
| 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 | 15.73% | |||
| Last Bear Market Total Return | -14.21% | |||