The Fund Grade · free · no account needed
What grade does EWMCX get?
Morningstar rates funds on what they returned. We grade them on where their money sits today: how much of the book overlaps with the converged buys of the top specialist stock pickers.
Fundprints Fund Grade · as of 2026-10-01
Evercore Equity Fund
#233 of 500 graded active funds · blend · large segment peer group
The point · specialist footprint
EWMCX puts more of its book behind proven specialists than 66% of graded funds.
Bottom 20%
Bottom 40%
Middle
● Top 40%
Top 20%
That has mattered: over the past 2.7 years, funds on this rung beat bottom-rung funds by about 3.8% per quarter, and beat the S&P in 43% of fund-quarters versus their 22%. The evidence argues this fund earns its seat.
10,000+ funds tracked · the graded specialists among them drive every read
3 funds in the same segment carry an A. Members see the names and what they charge. See the alternatives →
The grade scores this fund's specialist share, the slice that overlaps what the top 1% of proven funds are building. We ignore index ballast and names outside our edge on purpose: that slice is small, and it's what decides the outcome.
EWMCX vs the Honor Roll · share card ↗Conviction exposure
35.8%
of the book in specialist-converged names
Late-stage weight
18.1%
of the book in Crowded or Fading names
Active share
84.7%
how far it strays from the index
The best grades have beaten the worst by about +5% a year since we began grading. The gap held in 9 out of 10 months. Measured on filings as they were published, no hindsight.
Inside the book: top names by stage · as of 2026-10-20
We email you the day it crosses 50% crowded, and where you stand every month.
Graded monthly from point-in-time filings. A description of where the money sits, not a recommendation. Evidence, not advice.
The read · what to do with it
Evercore Equity Fund grades C, ranking 233 of 500, with specialists holding 35.8% and showing early conviction in NVDA at 9.2% of the portfolio. The concern is that FIX and MS, together nearly 10% of assets, are both in Fading stage as specialists exit. Three higher graded peers in this segment exist.
→ Watch FIX and MS closely, as specialist selling in two positions totaling 9.4% of the fund is a concrete warning sign.
→ Compare this fund against the three higher graded segment peers, since the C grade argues the case for switching.
Support leaving these positions
Read from today's disclosed book. Evidence, not advice.