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| 41.17 Net Asset Value | +0.32% 1 Day | +15.61% 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 | +6.38% | 3 years | +7.75% | |
| 3 months | +7.91% | 5 years | +11.31% | |
| 1 year | +29.14% | Since inception | +5.58% |
| EMCCX | Category | |
|---|---|---|
| Performance 5-yr return | +11.31% | +10.29% |
| Expense ratio | 3.07% | 1.18% |
| Risk 5 year sharpe ratio | 0.76 | 0.81 |
| Net assets | $28.0M | $1.1B |
| Average market cap | $2.5B | $3.1B |
| Average P/E | 25.8 | 20.9 |
| 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 | 99.59% |
| Cash | 0.41% |
| International stock | 0.00% |
| 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% |
| GMED Globus Medical Inc | 1.44% |
| NKTR Nektar Therapeutics | 1.41% |
| MED Medifast Inc | 1.40% |
| FICO Fair Isaac Corp | 1.39% |
| BBSI Barrett Business Services Inc | 1.37% |
| CAR Avis Budget Group Inc | 1.36% |
| USNA USANA Health Sciences Inc | 1.33% |
| EPAM EPAM Systems Inc | 1.32% |
| LGND Ligand Pharmaceuticals Inc | 1.31% |
| RMD ResMed Inc | 1.31% |
