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 Dow Down 0.42% Nasdaq Down 0.05%

Empiric 2500 A (EMCAX)

36.02 Down 0.08(0.22%) Jul 29
Prev Close:36.10
YTD Return*:3.55%
Net Assets*:38.10M
Yield*:N/A

* As of 30-Jun-14

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

Top Holdings

Symbol% AssetsYTD Return %
MYGN6.1886.61
PPC5.3470.40
LCI4.7850.94
SAFM4.4535.93
LYV4.2226.21

Fund Basics

Morningstar Overall Rating:
Total Assets:38.1M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.90%

Performance & Risk

YTD Return:3.55%
5y Avg Return:13.79%
Rank in Category (ytd):57
% Rank in Category (ytd):7.44%
Beta (3y):1.09
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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