EWMCX
Evercore Equity Fund
1W: -1.2%
1M: -2.4%
3M: -0.1%
YTD: +8.5%
1Y: +3.8%
3Y: +48.3%
5Y: +43.6%
$43.08
+0.33 (+0.77%)
Weekly Expected Move ±1.6%
$41
$42
$43
$43
$44
Similar ETFs
20 peers by holdings overlap (31 holdings)
FFA
First Trust Enhanced Equity Income Fund
42.2%
Shared20 holdings
Total62
AUM$444M
Price$22.21
ROGSX
Red Oak Technology Select Fund
41.8%
Shared16 holdings
Total28
AUM$843M
Price$65.74
HAVGX
Haverford Quality Growth Stock Fund
39.6%
Shared16 holdings
Total34
AUM$304M
Price$26.47
BGRWX
Barrett Growth Fund
39.1%
Shared9 holdings
Total28
AUM$22M
Price$28.29
JABAX
Janus Henderson Balanced Fund - T Shares
38.5%
Shared11 holdings
Total66
AUM$28.0B
Price$49.57
BUFGX
Buffalo Growth
38.3%
Shared11 holdings
Total38
AUM$175M
Price$39.12
PBFDX
Payson Total Return Fund
37.4%
Shared9 holdings
Total28
AUM$330M
Price$44.22
PGROX
BNY Mellon Worldwide Growth Fund, Inc. Class A
36.6%
Shared11 holdings
Total45
AUM$890M
Price$67.52
SDLAX
SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A
36.6%
Shared27 holdings
Total500
AUM$2.1B
Price$21.44
MFRFX
MFS Research Fund Class A
36.5%
Shared15 holdings
Total98
AUM$8.1B
Price$61.48
VHIAX
JPMorgan Growth Advantage Fund A Shs
36.5%
Shared14 holdings
Total80
AUM$23.7B
Price$40.50
DGAGX
BNY Mellon Appreciation Fund, Inc. Investor Shares
36.3%
Shared10 holdings
Total42
AUM$1.9B
Price$37.91
FOBAX
Tributary Balanced Fd Instl
36.2%
Shared14 holdings
Total74
AUM$81M
Price$20.79
WOGSX
White Oak Select Growth Fund
36.1%
Shared15 holdings
Total28
AUM$488M
Price$171.16
PRWAX
T. Rowe Price All-Cap Opportunities Fund
35.8%
Shared11 holdings
Total82
AUM$7.4B
Price$81.13
DLCEX
Dana Large Cap Equity Fund
35.6%
Shared17 holdings
Total51
AUM$70M
Price$23.79
TWCUX
American Century Ultra Investor Class
35.5%
Shared9 holdings
Total63
AUM$28.0B
Price$102.14
RLSIX
RiverPark Long/Short Opportunity Fd Inst
35.0%
Shared10 holdings
Total37
AUM$27M
Price$15.69
RPXFX
RiverParks Large Growth Fund Retail Shares
34.9%
Shared10 holdings
Total35
AUM$48M
Price$29.05
TWCIX
American Century Select Fund Investor Class
34.8%
Shared9 holdings
Total54
AUM$6.8B
Price$139.13
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EWMCX | $522M | 31 | 51.4% | 13.5 | 4.0 | 4.1 | 34.9% | 30.2% | 1.14% | +18.9% | +46.2% | 62.5 | 6.4 |
| FFA | $444M | 62 | 139.3% | 12.4 | 3.6 | 3.6 | 33.5% | 29.4% | 1.79% | +24.5% | +41.2% | 53.7 | 6.3 |
| ROGSX | $843M | 28 | 169.7% | 16.8 | 5.4 | 5.5 | 39.0% | 32.7% | 0.76% | +25.7% | +47.0% | 60.3 | 6.3 |
| HAVGX | $304M | 34 | 117.2% | 13.0 | 3.9 | 4.0 | 34.7% | 31.2% | 1.44% | +28.2% | +26.0% | 53.9 | 6.4 |
| BGRWX | $22M | 28 | 60.5% | 14.5 | 4.3 | 4.4 | 34.6% | 30.1% | 1.15% | +27.3% | +33.8% | 59.8 | 6.1 |
| JABAX | $28.0B | 66 | 28.1% | 15.2 | 4.6 | 4.6 | 35.2% | 30.0% | 1.19% | +21.9% | +33.9% | 59.5 | 6.3 |
| BUFGX | $175M | 38 | 67.1% | 10.4 | 3.3 | 3.6 | 37.6% | 34.8% | 0.45% | +18.6% | +38.2% | 59.7 | 6.2 |
| PBFDX | $330M | 28 | 59.7% | 14.5 | 4.4 | 4.5 | 35.2% | 31.2% | 0.90% | +19.9% | +42.3% | 63.0 | 6.5 |
| PGROX | $890M | 45 | 49.9% | 5.3 | 1.8 | 2.1 | 38.6% | 39.8% | 1.39% | +19.2% | +38.4% | 65.4 | 6.5 |
| SDLAX | $2.1B | 500 | 48.8% | 15.2 | 4.1 | 4.0 | 30.9% | 26.2% | 1.37% | +20.9% | +36.5% | 57.5 | 6.3 |
| MFRFX | $8.1B | 98 | 43.0% | 13.9 | 3.8 | 3.6 | 31.5% | 26.0% | 1.35% | +16.0% | +34.4% | 59.8 | 6.4 |