Empiric 2500 Fund Class A (EMCAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small blend
Style or Category
Sales Expenses
Expense Ratio
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 Growth 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+4.49% 3 years+7.88%
3 months+9.34% 5 years+12.71%
1 year+27.91% Since inception+9.41%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+12.71%+10.29%
Expense ratio2.32%1.18%
Risk 5 year sharpe ratio0.810.81
Net assets$28.0M$1.1B
Average market cap$2.5B$3.1B
Average P/E25.821.0
Portfolio turnover150%150%

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Fund Management and Purchase Info

Fund familyEmpiric Funds
Fund manager & tenureMark Coffelt / 22 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock99.59%
International stock0.00%
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
GMED Globus Medical Inc1.44%
NKTR Nektar Therapeutics1.41%
MED Medifast Inc1.40%
FICO Fair Isaac Corp1.39%
BBSI Barrett Business Services Inc1.37%
CAR Avis Budget Group Inc1.36%
USNA USANA Health Sciences Inc1.33%
EPAM EPAM Systems Inc1.32%
LGND Ligand Pharmaceuticals Inc1.31%
RMD ResMed Inc1.31%