Evercore Equity Fund (EWMCX) Research

The Evercore Equity Fund aims for sustained long-term capital appreciation by primarily investing in a diverse collection of common stocks from U.S. companies. Typically, a minimum of 80% of its net assets, including any funds borrowed for investment, are dedicated to equity securities. While the fund concentrates mainly on American investments, it retains the flexibility to allocate up to 20% of its total assets to international securities, either directly or via American Depositary Receipts (ADRs).

Market snapshot

Symbol
EWMCX
Price
$42.46
Day change
+1.05%
Market cap
$527.3M
52-week range
36.17-42.57
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Alger Focus Equity Fund (ALZFX)
  • Blackstone/GSO Strategic Credit Fund (BGB)
  • Guggenheim Active Allocation Fund (GUG)
  • T. Rowe Price Institutional Emerging Markets Equity Fund (IEMFX)
  • Columbia Large Cap Enhanced Core Fund (NMIMX)
  • Nationwide Mid Cap Market Index Fund (NWXQX)
  • T. Rowe Price Target Retirement 2035 Fund (RPGRX)
  • Tocqueville Fund (TOCQX)

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