Evercore Equity Fund — Fact Sheet (June 2026)

2 slides from Evercore Equity Fund's fact sheet, Jun 30, 2026

Slide 1: The Evercore Equity Fund (EWMCX)
The Evercore Equity Fund (EWMCX) 2nd Quarter 2026 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 June 30, 2026
AVERAGE ANNUALIZED NET TOTAL RETURNS as of June 30, 2026 YTD 1 Year 3 Years 5 Years 10 Years EWMCX 8.43 17.98 14.82 9.32 14.93 S&P 500 TR 10.21 22.32 20.61 13.41 15.51 Performance data shown above represents past performance; past performance does not guarantee future results. The investment return