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% |
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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% |