Morningstar

Evercore Equity Fund EWMCX

Morningstar Medalist Rating
Medalist Rating as of | See Wall Street Investment Hub
  • NAV / 1-Day Return 42.67  /  −1.02 %
  • Total Assets 525.5M
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.06%
  • Turnover 17%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 1:15 AM GMT+0

Morningstar’s Analysis EWMCX

Will EWMCX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Evercore Equity holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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 49.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.23 49M
Technology

Comfort Systems USA Inc

5.11 27M
Industrials

Apple Inc

5.10 27M
Technology

Alphabet Inc Class C

4.95 26M
Communication Services

Amazon.com Inc

4.47 24M
Consumer Cyclical

Morgan Stanley

4.30 23M
Financial Services

Microsoft Corp

4.26 23M
Technology

JPMorgan Chase & Co

3.97 21M
Financial Services

Williams Companies Inc

3.90 21M
Energy

Viking Holdings Ltd

3.71 20M
Consumer Cyclical

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