Nasdaq - Delayed Quote USD

Empiric Class A (EMCAX)

58.19 -0.24 (-0.41%)
As of 8:06 AM EDT. Market Open.

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.

Empiric Class A

Willow Grove, PA19090
630-a Fitzwatertown Road 2nd Floor
866-447-4228

Fund Overview

Category Small Growth
Fund Family Empiric Funds
Net Assets 26.88M
YTD Return 7.31%
Yield 0.00%
Morningstar Rating
Inception Date Oct 07, 2005

Fund Operations

Last Dividend 0.11
Last Cap Gain 39.00
Holdings Turnover 8.00%
Average for Category --

Fees & Expenses

Expense EMCAX Category Average
Annual Report Expense Ratio (net) 2.92% 1.21%
Prospectus Net Expense Ratio 2.92% --
Prospectus Gross Expense Ratio 2.92% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.40%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Mark A. Coffelt, Lead Manager since November 06, 1995
Mark Coffelt has served as the President and Chief Investment Officer of Empiric Advisors, Inc since its inception in 1987. Mr. Coffelt has also served as the President of Empiric Distributors, Inc. since 2007. Mr. Coffelt has held the Chartered Financial Analyst (CFA) designation since 1987. He received his B.A. in economics, cum laude, from Occidental College and his MBA from the Wharton School at the University of Pennsylvania.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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