Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Empiric 2500 Fund Class C (EMCCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund seeks to achieve its objective by primarily investing in the equity securities of companies included in the Russell 2500 Index. It seeks capital appreciation by investing in companies that the Advisor believes are undervalued and that have characteristics the Advisor deems will likely cause those stocks to appreciate in the near future.


1 month-3.74% 3 years+2.81%
3 months+8.21% 5 years+3.33%
1 year-22.00% Since inception+2.75%
Data through --

Peer Comparisonvs. Mid-cap blend

Performance 5-yr return+3.33%+7.75%
Expense ratio2.57%1.17%
Risk 5 year sharpe ratio0.240.57
Net assets$22.6M$1.6B
Average market cap$1.1B$6.6B
Average P/E10.516.9
Portfolio turnover166%166%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyEmpiric Funds
Fund manager & tenureMark Coffelt / 20 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock99.80%
International stock0.00%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Healthcare 21.37%
Industrial materials 18.78%
Consumer service 15.77%
Hardware 11.92%
Business service 7.52%
Top 10 Holdings
Portfolio weighting
-- 9.03%
SAFM Sanderson Farms Inc5.06%
BRSS Global Brass and Copper Holdings Inc3.53%
ASPS Altisource Portfolio Solutions SA3.47%
FNHC Federated National Holding Co3.45%
HA Hawaiian Holdings Inc3.44%
NSR Neustar Inc3.31%
MOH Molina Healthcare Inc3.22%
STRA Strayer Education Inc3.01%
UVE Universal Insurance Holdings Inc2.79%

Partner Offers