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    Empiric 2500 A (EMCAX)

    37.62 Up 0.10(0.27%) Dec 19
    Prev Close:37.52
    YTD Return*:6.69%
    Net Assets*:37.08M
    Yield*:N/A

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    CNC5.7367.65
    HNT5.5771.89
    BRCD5.4527.02
    AHL4.868.52
    PRE4.7313.24

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:37.08M
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):1.78%

    Performance & Risk

    YTD Return:6.69%
    5y Avg Return:10.24%
    Rank in Category (ytd):64
    % Rank in Category (ytd):17.02%
    Beta (3y):1.15
    Morningstar Risk Rating:3

    Fund Summary

    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. View More
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