Empiric 2500 Fund Class A (EMCAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap blend
Style or Category
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund seeks to achieve its objective by primarily investing in the equity securities of companies included in the Russell 2500 Index. It seeks capital appreciation by investing in companies that the Advisor believes are undervalued and that have characteristics the Advisor deems will likely cause those stocks to appreciate in the near future.


1 month+2.81% 3 years+3.52%
3 months+7.55% 5 years+8.64%
1 year+2.70% Since inception+8.32%
Data through --

Peer Comparisonvs. Mid-cap blend

Performance 5-yr return+8.64%+8.26%
Expense ratio1.82%1.16%
Risk 5 year sharpe ratio0.320.74
Net assets$22.6M$1.7B
Average market cap$1.5B$6.8B
Average P/E13.518.5
Portfolio turnover166%166%

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Fund Management and Purchase Info

Fund familyEmpiric Funds
Fund manager & tenureMark Coffelt / 20 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock98.72%
International stock0.72%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Healthcare 21.37%
Industrial materials 18.78%
Consumer service 15.77%
Hardware 11.92%
Business service 7.52%
Top 10 Holdings
Portfolio weighting
CNC Centene Corp1.86%
HA Hawaiian Holdings Inc1.80%
ATSG Air Transport Services Group Inc1.60%
ALK Alaska Air Group Inc1.60%
CSGS CSG Systems International Inc1.51%
CENTA Central Garden & Pet Co1.44%
SWHC Smith & Wesson Holding Corp1.42%
AMSG AmSurg Corp1.40%
-- 1.39%
AFG American Financial Group Inc1.36%

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