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Empiric Class A EMCAX

Medalist Rating as of | See Empiric Investment Hub
  • NAV / 1-Day Return 58.87  /  0.89 %
  • Total Assets 26.2 Mil
  • Adj. Expense Ratio
    2.170%
  • Expense Ratio 2.170%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield
  • Turnover 8%

Morningstar’s Analysis EMCAX

Will EMCAX outperform in future?

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

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

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.

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Portfolio Holdings EMCAX

  • Current Portfolio Date
  • Equity Holdings 52
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 32.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us Bank Mmda - Usbgfs 9

11.90
2,820,014
Cash and Equivalents
4.26
1,010,012
Financial Services
3.73
884,956
Technology
3.53
835,792
Industrials
3.51
831,670
Consumer Defensive
3.13
742,883
Technology
3.06
726,205
Industrials
2.79
661,820
Technology
2.69
638,283
Industrials