About EWMCX
The Evercore Equity Fund is an actively managed mutual fund focused on achieving long-term capital growth by investing primarily in equity securities. The fund typically allocates at least 80% of its net assets to a diversified portfolio that spans large, medium, and small-cap companies, with a predominant tilt toward large U.S. companies. The investment strategy centers on identifying firms undergoing positive and sustainable fundamental changes, leveraging in-depth analysis of business prospects, financial performance, management quality, and capital allocation. The portfolio usually contains 30 to 50 holdings across diverse sectors, including technology, healthcare, financial services, and consumer discretionary, with significant weights in companies like NVIDIA, Microsoft, and Apple. To manage risk, the fund maintains broad diversification by industry and company size, and it may invest in both domestic and select international equities. With an emphasis on active management and fundamental research, the Evercore Equity Fund serves as a core holding for investors seeking exposure to the U.S. equity market, aiming to outperform major benchmarks such as the S&P 500 over the long term.
Fund Family Wall Street
Category Large Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol EWMCX
Index S&P 500 TR
EWMCX had a total return of 13.12% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.82%.
