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| 31.31 Net Asset Value | +0.16% 1 Day | +6.32% Year-to-Date | Overall Morningstar Rating |
| Small blend Style or Category | No Load Sales Expenses | 2.84% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | -3.36% | 3 years | +1.54% | |
| 3 months | -0.51% | 5 years | +8.92% | |
| 1 year | +13.36% | Since inception | +4.20% |
| EMCCX | Category | |
|---|---|---|
| Performance 5-yr return | +8.92% | +12.75% |
| Expense ratio | 2.84% | 1.21% |
| Risk 5 year sharpe ratio | 0.75 | 0.99 |
| Net assets | $24.3M | $988.3M |
| Average market cap | $1.8B | $3.2B |
| Average P/E | 20.9 | 21.6 |
| Portfolio turnover | 171% | 171% |
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 / 21 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $2,500.00 |
| U.S. stock | 97.56% |
| Cash | 2.44% |
| 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% |
| MASI Masimo Corp | 1.86% |
| SGMS Scientific Games Corp | 1.84% |
| AMWD American Woodmark Corp | 1.56% |
| NSP Insperity Inc | 1.48% |
| SUPN Supernus Pharmaceuticals Inc | 1.46% |
| CSGS CSG Systems International Inc | 1.40% |
| EPAM EPAM Systems Inc | 1.40% |
| MTN Vail Resorts Inc | 1.37% |
| HA Hawaiian Holdings Inc | 1.37% |
| USPH U.S. Physical Therapy Inc | 1.37% |
