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| 33.65 Net Asset Value | -0.03% 1 Day | +14.26% Year-to-Date | Overall Morningstar Rating |
| Small blend Style or Category | No Load Sales Expenses | 2.84% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +4.05% | 3 years | +5.91% | |
| 3 months | +3.09% | 5 years | +10.15% | |
| 1 year | +21.92% | Since inception | +4.42% |
| EMCCX | Category | |
|---|---|---|
| Performance 5-yr return | +10.15% | +12.83% |
| Expense ratio | 2.84% | 1.20% |
| Risk 5 year sharpe ratio | 0.71 | 0.96 |
| Net assets | $24.9M | $1.0B |
| Average market cap | $1.8B | $3.3B |
| Average P/E | 18.5 | 21.5 |
| Portfolio turnover | 171% | 171% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Empiric Funds |
| Fund manager & tenure | Mark Coffelt / 21 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $2,500.00 |
| U.S. stock | 100.00% |
| International stock | 0.00% |
| Fixed income | 0.00% |
| Cash | 0.00% |
| Other | 0.00% |
| Healthcare | 21.37% |
| Industrial materials | 18.78% |
| Consumer service | 15.77% |
| Hardware | 11.92% |
| Business service | 7.52% |
| SNCR Synchronoss Technologies Inc | 1.84% |
| CACC Credit Acceptance Corp | 1.41% |
| PII Polaris Industries Inc | 1.37% |
| FICO Fair Isaac Corp | 1.35% |
| AMWD American Woodmark Corp | 1.31% |
| SUPN Supernus Pharmaceuticals Inc | 1.30% |
| EPAM EPAM Systems Inc | 1.30% |
| CSGS CSG Systems International Inc | 1.30% |
| PATK Patrick Industries Inc | 1.30% |
| BYD Boyd Gaming Corp | 1.29% |
