EWMCX Mutual Fund (Evercore Equity Fund) is managed by Evercore Wealth Management with $521.4M in net assets. EWMCX expense ratio is 0.90%, holding 31 positions across sectors including Financials, Information Technology, Industrials. Inception date: 1945-12-24.

EWMCX performance shows a YTD return of 7.79%. The 1-year return is 17.98% and the 5-year return is 9.31%. EWMCX dividend yield stands at 4.96%, paid annually.

EWMCX top holdings include Nvidia Corp (9.0%), Alphabet Inc series C (5.7%), Apple Inc (5.0%), Comfort Systems USA Inc. (5.0%), Morgan Stanley (4.8%). View all EWMCX holdings, sector breakdown, or dividend history.

EWMCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EWMCX alternatives are available via the screener, along with tax-loss harvesting opportunities.