Evercore Equity Fund — Fact Sheet (January 2024)

2 slides from Evercore Equity Fund's fact sheet, January 2024

Slide 1: The Evercore Equity Fund (EWMCX) 4th Quarter 2023
The Evercore Equity Fund (EWMCX) 4th Quarter 2023 Overview — The Evercore Equity Fund’s investment objective is to produce long term growth of capital by investing principally in a diversified portfolio of domestic common stocks. TOP TEN HOLDINGS* INVESTMENT ADVISOR HIGHLIGHTS PORTFOLIO CONSTRUCTION
Slide 2: Average Annualized Net Total Returns as of December 31, 2023
AVERAGE ANNUALIZED NET TOTAL RETURNS as of December 31, 2023 1 Year 3 Years 5 Years 10 Years EWMCX 27.95 9.28 17.54 12.28 S&P 500 TR 26.29 10.00 15.69 12.03 Performance data shown above represents past performance; past performance does not guarantee future results. The investment return and princip