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| 38.40 Net Asset Value | +0.50% 1 Day | +7.83% Year-to-Date | Overall Morningstar Rating |
| Small blend Style or Category | No Load Sales Expenses | 3.07% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +0.60% | 3 years | +6.02% | |
| 3 months | +4.83% | 5 years | +11.63% | |
| 1 year | +27.03% | Since inception | +5.15% |
| EMCCX | Category | |
|---|---|---|
| Performance 5-yr return | +11.63% | +10.29% |
| Expense ratio | 3.07% | 1.19% |
| Risk 5 year sharpe ratio | 0.75 | 0.78 |
| Net assets | $26.5M | $1.0B |
| Average market cap | $2.3B | $2.9B |
| Average P/E | 26.5 | 20.2 |
| Portfolio turnover | 150% | 150% |
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 / 22 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $2,500.00 |
| U.S. stock | 100.17% |
| 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% |
| AMWD American Woodmark Corp | 1.62% |
| EPAM EPAM Systems Inc | 1.54% |
| MED Medifast Inc | 1.43% |
| MC Moelis & Co | 1.37% |
| SGMS Scientific Games Corp | 1.34% |
| USNA USANA Health Sciences Inc | 1.33% |
| PATK Patrick Industries Inc | 1.31% |
| CAR Avis Budget Group Inc | 1.31% |
| FICO Fair Isaac Corp | 1.30% |
| MMS Maximus Inc | 1.27% |
