Evercore Equity Fund

55 E. 52nd Street 23rd Fl,
New York , NY, 10055

Rank

Rank Universe

Summary

The fund seeks primarily capital appreciation and secondarily current income from interest or dividends by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next the research team emphasizes companies that are experiencing positive and sustainable fundamental changes.

The team then analyzes each company&rsquo

Link

Directors

Mar 13, 2024
  • Katharine Plourde
  • Laird Grant
  • Frederick Taylor

Chief Compliance Officer

  • Ruth Calaman

Price

  • $38.8 ( -0.16 ) Oct 30, 2024 Last Close
  • Net Assets
  • $405M
    Feb 26, 2024
    More
  • 52-Week High/Low
  • $0 - $0
  • Turnover
  • 15.1%
  • Expense Ratio
  • 0.93%

Documents

Prospectus

Annual Reports

Fact Sheet

Q4 2021 Q3 2021 Q2 2021

Performance

YTD

4.3%

3 Year

15.3%

5 Year

88.72%

Best

64.15%

1999

Worst

-41.02%

2008

Alpha

EWMCX Russell 3000

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