EWMCX Mutual Fund
EWMCX Mutual Fund
EWMCX Mutual Fund
Evercore Equity Fund
EWMCX Mutual Fund Overview
EWMCX Mutual Fund (Evercore Equity Fund) is managed by Evercore Wealth Management with $519.7M in net assets. EWMCX expense ratio is 0.90%, holding 32 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 1945-12-24.
EWMCX performance shows a YTD return of 12.21%. The 1-year return is 15.59% and the 5-year return is 9.08%. EWMCX dividend yield stands at 4.76%, paid annually.
EWMCX top holdings include Nvidia Corp (9.9%), Microsoft Corp (5.7%), Apple, Inc (5.5%), Amazon.Com Inc (4.7%), Alphabet Inc. C (4.6%). Go to all EWMCX holdings, EWMCX sectors, or EWMCX dividends.
EWMCX can be compared against other funds. Use EWMCX overlap to find shared positions, or EWMCX vs another fund for a side-by-side view. EWMCX alternatives are available via the screener, along with tax-loss harvesting opportunities.