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 June 30, 2019

EWMCX Annualized Returns

 

 

Source: USBancorp.

EWMCX Annual Returns

 

 

Source: Morningstar. 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 has been an analyst with the Fund, including the predecessor fund, since February 2014. 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.
 
1Russell 1000 Total Return – The Russell 1000® Index is an unmanaged Index that measures the performance of the 1,000 largest U.S. companies (90% of the investable U.S. equity market) based on total market capitalization.

 
 
Risk Statistics Summary
 

Evercore Equity Fund (EWMCX)June 30, 2016 to June 30, 2019
Total Fund S&P 500 Index2
Standard Deviation 14.18% 12.19%
Sharpe Ratio 1.04 1.03
.
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.