Empiric 2500 Fund Class C (EMCCX)
| 33.83 Net Asset Value | -0.21% 1 Day | +1.71% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | No Load Sales Expenses | 2.77% 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.
Performance
| 1 month | -0.67% | 3 years | +8.61% | |
| 3 months | +3.70% | 5 years | +10.90% | |
| 1 year | +19.77% | Since inception | +4.98% |
Data through --
Peer Comparisonvs. Mid-cap growth
| EMCCX | Category | |
|---|---|---|
| Performance 5-yr return | +10.90% | +18.98% |
| Expense ratio | 2.77% | 1.34% |
| Risk 5 year sharpe ratio | 0.80 | 1.16 |
| Net assets | $38.1M | $1.3B |
| Average market cap | $2.9B | $8.6B |
| Average P/E | 19.3 | 26.0 |
| Portfolio turnover | 789% | 789% |
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Fund Management and Purchase Info
| Fund family | Empiric Funds |
| Fund manager & tenure | Mark Coffelt / 18 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $2,500.00 |
Holdings
| U.S. stock | 97.21% |
| Cash | 2.79% |
| International stock | 0.00% |
| Fixed income | 0.00% |
| Other | 0.00% |
Top 5 SectorsPortfolio weighting
| Healthcare | 21.37% |
| Industrial materials | 18.78% |
| Consumer service | 15.77% |
| Hardware | 11.92% |
| Business service | 7.52% |
Top 10 HoldingsPortfolio weighting
| MYGN Myriad Genetics Inc | 6.18% |
| PPC Pilgrims Pride Corp | 5.34% |
| LCI Lannett Co Inc | 4.78% |
| SAFM Sanderson Farms Inc | 4.45% |
| LYV Live Nation Entertainment Inc | 4.22% |
| GGG Graco Inc | 4.18% |
| IEX Idex Corp | 4.17% |
| DST DST Systems, Inc. | 4.16% |
| IACI IAC/InterActiveCorp | 4.11% |
| UTHR United Therapeutics Corp | 4.10% |
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