EWMCX Mutual Fund

EWMCX Mutual Fund (Evercore Equity Fund) is managed by Evercore Wealth Management with $550.8M 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 10.54%. The 1-year return is 16.94% and the 5-year return is 9.03%. EWMCX dividend yield stands at 4.84%, paid annually.

EWMCX top holdings include Nvidia Corp. (9.0%), Alphabet Inc. C (5.7%), Apple, Inc (5.0%), Comfort Systems USA Inc. (5.0%), Morgan Stanley (4.8%). 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.