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EWMCX
Mutual Fund ticker: NASDAQ
AS OF
Dec 24 closing price
Price
$39.20
Change
+$0.31 (+0.80%)
Net Assets
493.58M

EWMCX Evercore Equity Forecast, Technical & Fundamental Analysis

Category LargeBlend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Mastercard (NYSE:MA), Home Depot (NYSE:HD).

Industry description

The investment seeks long-term growth of capital. The Advisor attempts to achieve its investment objective of long term growth of capital by investing principally in a diversified portfolio of domestic common stocks. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities. Although the fund invests primarily in U.S. securities, it may invest up to 20% of its total assets in foreign securities, either directly or indirectly through investments in ADR.

Market Cap

The average market capitalization across the Evercore Equity MF is 1.41T. The market cap for tickers in the group ranges from 23.5B to 3.43T. NVDA holds the highest valuation in this group at 3.43T. The lowest valued company is CDW at 23.5B.

Volume

The average weekly volume growth across all stocks in the Evercore Equity MF was -60%. For the same stocks of the MF, the average monthly volume growth was -55% and the average quarterly volume growth was -61%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 75
P/E Growth Rating: 60
Price Growth Rating: 46
SMR Rating: 25
Profit Risk Rating: 19
Seasonality Score: -4 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Wall Street EWM Funds Trust55 East 52nd Street,23rd FloorNew York
Phone
800-443-4693
Web
N/A
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EWMCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, EWMCX has been closely correlated with VTSMX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if EWMCX jumps, then VTSMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EWMCX
1D Price
Change %
EWMCX100%
+0.80%
VTSMX - EWMCX
96%
Closely correlated
+1.08%
VSMPX - EWMCX
96%
Closely correlated
+1.09%
VSTSX - EWMCX
96%
Closely correlated
+1.09%
VTSAX - EWMCX
96%
Closely correlated
+1.08%
VITSX - EWMCX
96%
Closely correlated
+1.08%
More