Company profile
Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
13 Mar 24
N-CSR
Certified annual shareholder report (management investment company)
8 Mar 24
N-CSRS
Certified semi-annual shareholder report (management investment company)
31 Aug 23
N-PX
Annual report of proxy voting record
23 Aug 23
N-CSR
Certified annual shareholder report (management investment company)
8 Mar 23
N-CEN
Annual report (registered investment company)
7 Mar 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
7 Sep 22
N-PX
Annual report of proxy voting record
24 Aug 22
N-CEN
Annual report (registered investment company)
14 Mar 22
N-CSR
Certified annual shareholder report (management investment company)
2 Mar 22
Latest ownership filings
NPORT-P
Evercore Equity Fund (Dec 2023 report)
26 Feb 24
NPORT-P
Evercore Equity Fund (Sep 2023 report)
28 Nov 23
NPORT-P
Evercore Equity Fund (Jun 2023 report)
14 Aug 23
NPORT-P
Evercore Equity Fund (Mar 2023 report)
5 May 23
NPORT-P
Evercore Equity Fund (Dec 2022 report)
17 Feb 23
NPORT-P
Evercore Equity Fund (Sep 2022 report)
28 Nov 22
NPORT-P
Evercore Equity Fund (Jun 2022 report)
24 Aug 22
NPORT-P
Evercore Equity Fund (Mar 2022 report)
18 May 22
NPORT-P
Evercore Equity Fund (Dec 2021 report)
25 Feb 22
NPORT-P
Evercore Equity Fund (Sep 2021 report)
23 Nov 21
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Evercore Equity Fund | EWMCX | 4.52 | -1.18 | -4.98 | 359.50 mm | 38 | Sep 2023 |