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Evercore Equity EWMCX

Quantitative rating as of
  • NAV / 1-Day Return 27.87  /  0.07 %
  • Total Assets 330.9 Mil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • 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 0.56%
  • Turnover 9%

Morningstar’s Analysis EWMCX

Will EWMCX outperform in future?

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

Summary

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A strong management team and sound investment process underpin Evercore Equity's Morningstar Quantitative Rating of Gold. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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