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Morningstar

Empiric Class C EMCCX

Morningstar Analyst Rating
Quantitative rating as of | See Empiric Investment Hub
  • NAV / 1-Day Return 47.65  /  0.65 %
  • Total Assets 26.0 Mil
  • Adj. Expense Ratio
    2.870%
  • Expense Ratio 2.870%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 5%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:16 PM GMT+00:00

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.

Summary

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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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