Morningstar

Empiric Fund Class A EMCAX

Morningstar Medalist Rating
Medalist Rating as of | See Empiric Investment Hub
  • NAV / 1-Day Return 76.32  /  +0.01 %
  • Total Assets 26.4M
  • Adj. Expense Ratio
    2.240%
  • Expense Ratio 2.230%
  • 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 0.00
  • Turnover 10%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:50 AM GMT+0

Morningstar’s Analysis EMCAX

Will EMCAX outperform in the 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 EMCAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EMCAX 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 EMCAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Empiric Class A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings EMCAX

More EMCAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Coca-Cola Consolidated Inc

10.56 2M
Consumer Defensive

Quanta Services Inc

6.71 2M
Industrials

Casey's General Stores Inc

5.95 1M
Consumer Cyclical

Us Bank Mmda - Usbgfs 9

5.56 1M
Cash and Equivalents

Teradyne Inc

4.58 1M
Technology

United Rentals Inc

4.46 1M
Industrials

EMCOR Group Inc

3.78 885,972
Industrials

Lincoln Electric Holdings Inc

3.69 863,311
Industrials

LPL Financial Holdings Inc

3.47 813,143
Financial Services

Mastercard Inc Class A

3.41 799,456
Financial Services

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