EWMCX Mutual Fund (Evercore Equity Fund) is managed by Evercore Wealth Management with $488.7M in net assets. EWMCX expense ratio is 0.90%, holding 32 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 1945-12-24.

EWMCX performance shows a YTD return of 1.68%. The 1-year return is 10.18% and the 5-year return is 11.31%. EWMCX dividend yield stands at 5.34%, paid annually.

EWMCX top holdings include Nvidia Corp. (8.8%), Microsoft Corp (6.0%), Apple Inc (5.3%), Alphabet Inc. C (4.9%), Morgan Stanley (4.3%). View all EWMCX holdings, sector breakdown, or dividend history.

EWMCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EWMCX alternatives are available via the screener, along with tax-loss harvesting opportunities.