Nasdaq - Delayed Quote USD

Empiric Class A (EMCAX)

59.39 +0.03 (+0.05%)
At close: 8:01 PM EDT

Fund Summary

The fund seeks to achieve its objective by primarily investing in the equity securities of domestic small and mid-capitalization growth companies. 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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 43.03%
Worst 1Y Total Return --
Number of Years Up 19
Number of Years Down 9

Performance & Risk

YTD Return 2.86%
5y Average Return 8.15%
Rank in Category (ytd) 46
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
EMCAXCategory AverageEMCAXCategory AverageEMCAXCategory Average
Alpha -8.58 -0.02 -5.04 0.01 -5.25 -0.02
BETA 0.92 0.01 1.05 0.01 1.1 0.01
Mean Annual Return 0.26 0.02 0.95 0.02 0.78 0.01
R-squared 82.11 0.78 80.82 0.73 79.37 0.73
Standard Deviation 17.94 0.26 21.36 0.21 18.77 0.19
Sharpe Ratio 0.01 0.01 0.43 0.01 0.42 0.01
Treynor Ratio -1.53 0.15 7 0.17 5.8 0.11

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