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Morningstar

Empiric Class C EMCCX

Morningstar Medalist Rating
Medalist Rating as of | See Empiric Investment Hub
  • NAV / 1-Day Return 50.71  /  −0.29 %
  • Total Assets 25.7 Mil
  • Adj. Expense Ratio
    2.920%
  • Expense Ratio 2.920%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Small Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 8%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:10 PM GMT+0

Morningstar’s Analysis EMCCX

Will EMCCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EMCCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EMCCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EMCCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Empiric Class C's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EMCCX

More EMCCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us Bank Mmda - Usbgfs 9

12.65 3.3 Mil
Cash and Equivalents

Coca-Cola Consolidated Inc

4.70 1.2 Mil
Consumer Defensive

Agilysys Inc

4.40 1.1 Mil
Technology

United Rentals Inc

4.18 1.1 Mil
Industrials

LPL Financial Holdings Inc

3.75 967,385
Financial Services

Ares Management Corp Ordinary Shares - Class A

3.55 915,684
Financial Services

Fair Isaac Corp

3.44 886,976
Technology

Robert Half Inc

3.38 871,287
Industrials

Lincoln Electric Holdings Inc

2.95 760,240
Industrials

Quanta Services Inc

2.85 736,310
Industrials