|
|
| 35.29 Net Asset Value | +0.14% 1 Day | +35.63% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | No Load Sales Expenses | 2.52% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +3.13% | 3 years | +11.03% | |
| 3 months | +9.12% | 5 years | +12.96% | |
| 1 year | +37.00% | Since inception | +4.48% |
| EMCCX | Category | |
|---|---|---|
| Performance 5-yr return | +12.96% | +11.90% |
| Expense ratio | 2.52% | 1.36% |
| Risk 5 year sharpe ratio | 0.71 | 1.16 |
| Net assets | $38.5M | $1.3B |
| Average market cap | $2.4B | $8.3B |
| Average P/E | 14.7 | 24.8 |
| Portfolio turnover | 540% | 540% |
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 | 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% |
| QCOR Questcor Pharmaceuticals, Inc. | 5.98% |
| -- Coinstar Inc | 5.20% |
| LSI LSI Corporation | 5.06% |
| CRUS Cirrus Logic, Inc. | 5.05% |
| FFIV F5 Networks, Inc. | 4.94% |
| CBST Cubist Pharmaceuticals, Inc. | 4.90% |
| SLXP Salix Pharmaceuticals, Ltd. | 4.75% |
| TUP Tupperware Brands Corporation | 4.55% |
| MTD Mettler-Toledo International, Inc. | 4.48% |
| UTHR United Therapeutics Corporation | 4.23% |
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