Empiric 2500 Fund Class C (EMCCX)
| 31.05 Net Asset Value | 0.00% 1 Day | 0.00% Year-to-Date | Overall Morningstar Rating |
| Mid-cap blend 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 | -0.96% | 3 years | +16.50% | |
| 3 months | +5.77% | 5 years | +8.39% | |
| 1 year | +5.70% | Since inception | +4.99% |
Data through --
Peer Comparisonvs. Mid-cap blend
| EMCCX | Category | |
|---|---|---|
| Performance 5-yr return | +8.39% | +14.77% |
| Expense ratio | 2.77% | 1.23% |
| Risk 5 year sharpe ratio | 0.55 | 0.96 |
| Net assets | $35.6M | $1.7B |
| Average market cap | $2.4B | $7.2B |
| Average P/E | 13.2 | 18.9 |
| Portfolio turnover | 622% | 622% |
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Fund Management and Purchase Info
| Fund family | Empiric Funds |
| Fund manager & tenure | Mark Coffelt / 19 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $2,500.00 |
Holdings
| U.S. stock | 99.49% |
| International stock | 0.43% |
| Cash | 0.07% |
| 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
| CNC Centene Corp | 5.73% |
| HNT Health Net Inc | 5.57% |
| BRCD Brocade Communications Systems Inc | 5.45% |
| AHL Aspen Insurance Holdings Ltd | 4.86% |
| PRE PartnerRe Ltd | 4.73% |
| PPC Pilgrims Pride Corp | 4.65% |
| PBI Pitney Bowes Inc | 4.34% |
| SAFM Sanderson Farms Inc | 4.25% |
| CRUS Cirrus Logic Inc | 4.04% |
| SANM Sanmina Corp | 4.01% |
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