Evercore Equity FundEWMCX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$471.2M
Expense ratio
0.90%
1-year return
+11.9%
3 years, a year
+13.2%
5 years, a year
+8.3%
Holdings
31
What it aims to do.
The investment objective of the Evercore Equity Fund (the Fund) is long-term growth of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp | 9.01% |
| GOOG Alphabet Inc | 5.68% |
| AAPL Apple Inc | 5.01% |
| FIX Comfort Systems USA Inc | 4.98% |
| MS Morgan Stanley | 4.86% |
| MSFT Microsoft Corp | 4.74% |
| AMZN Amazon.com Inc | 4.40% |
| WMB Williams Cos Inc/The | 4.31% |
| Viking Holdings Ltd | 4.28% |
| JPM JPMorgan Chase & Co | 4.15% |
More on EWMCX.
- EWMCX overview
- EWMCX holdings
- EWMCX risk
- EWMCX costs
- EWMCX money in and out
- EWMCX share classes
- Compare EWMCX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.