Nasdaq - Delayed Quote USD

Empiric Fund (EMCAX)

64.26
-0.21
(-0.33%)
As of 8:09:09 AM EDT. Market Open.
Loading Chart for EMCAX
  • Previous Close 64.47
  • YTD Return -2.62%
  • Expense Ratio 2.18%
  • Category Small Growth
  • Last Cap Gain 53.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 23.31M
  • Beta (5Y Monthly) 0.93
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 5.00%
  • Last Dividend 0.11
  • Inception Date Nov 6, 1995

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 Funds

Fund Family

Small Growth

Fund Category

23.31M

Net Assets

1995-11-06

Inception Date

Performance Overview: EMCAX

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Trailing returns as of 6/9/2025. Category is Small Growth.

YTD Return

EMCAX
2.62%
Category
12.40%
 

1-Year Return

EMCAX
6.02%
Category
55.69%
 

3-Year Return

EMCAX
8.47%
Category
19.34%
 

5-Year Return

EMCAX
11.06%
Category
20.72%
 

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Holdings: EMCAX

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Sector Weightings

SectorEMCAX
Technology   26.01%
Industrials   23.45%
Healthcare   11.85%
Energy   1.67%
Real Estate   0.00%
Utilities   0.00%

Recent News: EMCAX

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Research Reports: EMCAX

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