Evercore Equity Fund

The Fund

Objective: Growth of Capital

 
Strategy: The fund invests in companies that we believe are experiencing positive and sustainable fundamental changes, based on the analysis of each company’s prospects, returns, past and expected future performance, and the quality of its corporate management and capital allocation. The portfolio typically has between 30-50 holdings and includes large, medium, and small capitalization stocks that are diversified by company size, economic sector, business geography, valuation, and financial strength.
 
 
Performance as of March 31, 2024

EWMCX Annualized Returns

 

 

Source: U.S. Bank.

EWMCX Annual Returns

 

 

Source: U.S. Bank. Performance is shown for each calendar year. Past performance is no guarantee of future results.

 
Evercore Wealth Management was appointed with the Investment Adviser for the Wall Street Fund, Inc. on 5/1/2010, which was reorganized into the Fund in 2014. The current managers, Timothy Evnin and Charles Ryan, have been solely responsible for the Fund’s management, including any predecessor fund, since 11/15/2013 and co-managers since 2010 and 2011, respectively. Mike Seppelt is also a portfolio manager of the Fund. Performance data shown above represents past performance; past performance does not guarantee future results.
 
The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance shown. Performance data current to the most recent month end may be obtained by calling 1-800-443-4693.
 

 
 
Risk Statistics Summary
 

Evercore Equity Fund (EWMCX)March 31, 2014 to March 31, 2024
Total Fund S&P 500 Index2
Standard Deviation 16.30% 15.16%
Sharpe Ratio 0.74 0.79
.
Risk-Free Benchmark1 1.38%

 
VIEW RISK STATISTICS DEFINITIONS ▼

 
Risks
Mutual fund investing involves risk. Principal loss is possible. The Evercore Equity Fund may invest in smaller companies, which involves additional risks such as limited liquidity and greater volatility than large capitalization companies. The Evercore Equity Fund may invest in foreign securities which involve political, economic and currency risks, greater volatility and differences in accounting methods. Diversification does not assure a profit or protect against loss in a declining market. Earnings growth is not representative of the Evercore Equity Fund’s future performance. These and other risks associated with investing in the Evercore Equity Fund can be found in the prospectus and the SAI.
 

Semi Annual Report

march

Annual Report

SAI

Evercore Wealth Management

Evercore

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Management Funds. All rights reserved

Quasar Distributors, LLC, Distributor

New York Office
55 East 52nd Street
New York, NY 10055
212.822.7621

DISCLOSURES

Mutual Fund Investing involves risk. Principal loss is possible. The Fund may invest in foreign securities which involve political, economic and currency risks, greater volatility and differences in accounting methods.

The Evercore Equity Fund may invest in smaller companies, which involves additional risks such as limited liquidity and greater volatility than large capitalization companies.

Diversification does not assure a profit or protect against loss in a declining market.

The fund's investment objectives, risks, charges, and expenses must be considered carefully before investing. The prospectus contains this and other information about the investment company and can be obtained by clicking this link or a free hard-copy is available by calling (800)443-4693. Read it carefully before investing.

The fund is offered only to United States residents, and information on this site is intended only for such persons. Nothing on this website should be considered a solicitation to buy or an offer to sell shares of the fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

Any tax or legal information provided is not an exhaustive interpretation of some of the current income tax regulations. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation. Neither the Fund nor any of its representatives may give legal or tax advice.