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Evercore Equity (EWMCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.76+0.25 (+0.70%)
As of 08:05AM EDT. Market open.

Evercore Equity

New York NY 10055

55 East 52nd Street,23rd Floor

Wall Street EWM Funds Trust

800-443-4693
Management information
Charles D. Ryan,Lead manager since 30 December 2011
Charles D. Ryan, Partner and Portfolio Manager of the Evercore Wealth Management, LLC, has served as a portfolio manager since 2011.Prior to joining Evercore Wealth Management in 2008, Charles was a Managing Director and a Market Investment Executive for U. S. Trust in New York. There he managed overall asset allocation and equity selection for high net worth clients, endowments, foundations, and institutions. Charles was also was a voting member of U.S. Trust's open architecture selection committee, on which he participated in selecting complimentary investment solutions for the firm's clients. Prior to assuming this role, Charles was a portfolio manager in the Growth Equity Strategy Group at U.S. Trust and was a member of the division's Investment Policy Committee. There his responsibilities included primary research for financials, consumer staples and discretionary companies. Prior to joining Growth Equity Strategy Group in 2001, Charles was with BNY Asset Management, the institutional investment arm of The Bank of New York, where he was Head of the Equity Division. There he was responsible for product management for the Institutional Equity Division. Additionally, Charles served on the Bank's Investment Policy Committee and from 1994 to 2001, Mr. Ryan was the co-manager of the bank's largest mutual fund, The Hamilton Equity Income Fund. His institutional clients included ERISA-qualified entities, Taft-Hartley, endowments and foundations. Charles is a member of the New York Society of Security Analysts and is a member of the Board of Trustees for The Rumson Country Day School, in Rumson N.J. In addition, Charles contributes to the Board of Visitors for Worcester Academy in Worcester MA. Charles earned his B.A. from Villanova University in 1989.
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Growth
Fund familyWall Street
Net assets434.49M
YTD return3.13%
Yield0.50%
Morningstar rating★★★★
Inception date23 Dec 1945

Fund operations

Last dividend0.17
Last cap gain55.00
Holdings turnover9.66%
Average for categoryN/A

Fees and expenses

ExpenseEWMCXCategory average
Annual report expense ratio (net)0.93%0.99%
Prospectus net expense ratio0.93%N/A
Prospectus gross expense ratio0.93%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A