Evercore Equity Fund

Frequently Asked Questions About EWMCX

What does EWMCX invest in?

The Advisor attempts to achieve its investment objective of long term growth of capital by investing principally in a diversified portfolio of domestic common stocks. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities. Although the fund invests primarily in U.S. securities, it may invest up to 20% of its total assets in foreign securities, either directly or indirectly through investments in ADR.

What is the expense ratio of EWMCX?

Evercore Equity Fund (EWMCX) charges an expense ratio of 0.90%. This is the annual fee deducted from fund assets to cover management and operations.

How big is EWMCX?

Evercore Equity Fund (EWMCX) manages $522.2M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is EWMCX actively managed or an index fund?

EWMCX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was EWMCX launched?

Evercore Equity Fund (EWMCX) launched in January 1980 and is managed by the fund issuer.

How has EWMCX performed?

EWMCX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.