Nasdaq - Delayed Quote USD
Empiric Fund (EMCAX)
63.57
+0.76
+(1.21%)
At close: 8:04:11 PM EDT
Investment Information
- Min Initial Investment
- 2,500
- Min Initial Investment, IRA
- 25
- Min Initial Investment, AIP
- 1
- Min Subsequent Investment
- 100
- Min Subsequent Investment, IRA
- 0.5
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
- Mutual Of Omaha Investor Services Inc
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Protected Investors of America
- E TRADE Financial
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Schwab Institutional
- Scottrade Load
- Shareholders Services Group
- JPMorgan
- TD Ameritrade Trust Company
- CommonWealth PPS
- LPL SAM Eligible
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- DATALynx
- DATALynx NTF
- DATALynx NAV
- Ameriprise Brokerage
- Federated TrustConnect NTF
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- ETrade No Load Fee
- ETrade Load Fee
- SunGard Transaction Network
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- Robert W. Baird & Co.
- Bear Stearns Load-Waived NTF
- JPMorgan INVEST
- WFA MF Advisory Updated 2/01/2019
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation FRIAG
- ING Financial Ptnrs PAM and PRIME Approv
- Ameritas NTF P
- Firstrade
- TIAA-CREF Brokerage Services
- Thrivent – Advisory Eligible
- Pershing FundVest NTF
- Morgan Stanley Consulting Group Advisor
- Matrix Financial Solutions
- Trade PMR Transaction Fee
- Trade PMR NTF
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ING Financial Advisers - SAS Funds
- Mid Atlantic Capital Group
- HD Vest - Vest Advisor
- Securities America Advisors
- Bear Stearns
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD-WAIVED NTF
- JP MORGAN NTF
- JP MORGAN LOAD
- TD Ameritrade Institutional NTF
- TIAA-CREF NTF
- MSWM Brokerage
- WFA Fdntl Choice/PIM Updated 2/01/2019
- DailyAccess Corporation Mid-Atlantic
- RBC Wealth Management-Wrap Eligible
- ING Financial Partners Inc.
- Securities America Inc.
- Morgan Stanley Portfolio Management
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
- HD Vest
- Kestra Financial
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Mid Atlantic Clearing and Settlement
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.
Fund Overview
| Category | Small Growth |
| Fund Family | Empiric Funds |
| Net Assets | 23.42M |
| YTD Return | -4.39% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Oct 07, 2005 |
Performance & Risk
| YTD Return | -4.33% |
| 5y Average Return | 12.76% |
| Rank in Category (ytd) | 2 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating |
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