|
|
| 34.20 Net Asset Value | +0.26% 1 Day | +2.83% 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™ |
| 1 month | +7.11% | 3 years | +11.29% | |
| 3 months | +6.86% | 5 years | +18.21% | |
| 1 year | +34.52% | Since inception | +4.88% |
| EMCCX | Category | |
|---|---|---|
| Performance 5-yr return | +18.21% | +20.80% |
| Expense ratio | 2.77% | 1.36% |
| Risk 5 year sharpe ratio | 0.96 | 1.39 |
| Net assets | $39.3M | $1.3B |
| Average market cap | $2.2B | $8.4B |
| Average P/E | 18.1 | 26.3 |
| Portfolio turnover | 789% | 789% |
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 / 18 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $2,500.00 |
| U.S. stock | 95.86% |
| International stock | 3.23% |
| Cash | 0.91% |
| Fixed income | 0.00% |
| Other | 0.00% |
| Healthcare | 21.37% |
| Industrial materials | 18.78% |
| Consumer service | 15.77% |
| Hardware | 11.92% |
| Business service | 7.52% |
| UTHR United Therapeutics Corporation | 4.75% |
| EEFT Euronet Worldwide, Inc. | 4.27% |
| LCI Lannett Company, Inc. | 4.27% |
| GME GameStop Corp Class A | 4.20% |
| OCR Omnicare Inc | 4.14% |
| MYGN Myriad Genetics, Inc. | 4.09% |
| LII Lennox International, Inc. | 4.02% |
| OVTI OmniVision Technologies, Inc. | 3.99% |
| PPC Pilgrims Pride Corp. | 3.99% |
| CRUS Cirrus Logic, Inc. | 3.97% |
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