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Morningstar

Evercore Equity EWMCX

Morningstar Medalist Rating
Medalist Rating as of | See Wall Street Investment Hub
  • NAV / 1-Day Return 35.25  /  +1.18 %
  • Total Assets 437.4 Mil
  • Adj. Expense Ratio
    0.930%
  • Expense Ratio 0.930%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.48%
  • Turnover 10%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 10:02 PM GMT+0

Morningstar’s Analysis EWMCX

Will EWMCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EWMCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EWMCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EWMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Evercore Equity's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EWMCX

More EWMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.40 24.5 Mil
Technology

NVIDIA Corp

4.20 19.1 Mil
Technology

Invesco Shrt-Trm Inv Gov&Agcy Instl

3.94 17.9 Mil
Cash and Equivalents

Apple Inc

3.93 17.9 Mil
Technology

Builders FirstSource Inc

3.93 17.8 Mil
Industrials

Mastercard Inc Class A

3.76 17.1 Mil
Financial Services

CDW Corp

3.51 16.0 Mil
Technology

AutoZone Inc

3.51 16.0 Mil
Consumer Cyclical

Amazon.com Inc

3.50 15.9 Mil
Consumer Cyclical

The Home Depot Inc

3.43 15.6 Mil
Consumer Cyclical