Empiric 2500 Fund Quote
| EMCAX Fund | USD 70.51 0.80 1.15% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Empiric 2500 is trading at 70.51 as of the 26th of November 2024; that is 1.15% up since the beginning of the trading day. The fund's open price was 69.71. Empiric 2500 has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Empiric 2500 Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of May 2024 and ending today, the 26th of November 2024. Click here to learn more.
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.. More on Empiric 2500 Fund
Moving together with Empiric Mutual Fund
Empiric Mutual Fund Highlights
| Fund Concentration | Empiric Funds, Large Funds, Small Growth Funds, Small Growth, Empiric Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Empiric 2500 Fund [EMCAX] is traded in USA and was established 26th of November 2024. Empiric 2500 is listed under Empiric Funds category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Empiric Funds family. This fund currently has accumulated 24.88 M in assets under management (AUM) with no minimum investment requirementsEmpiric 2500 is currently producing year-to-date (YTD) return of 20.79%, while the total return for the last 3 years was 3.95%.
Check Empiric 2500 Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Empiric Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Empiric Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Empiric 2500 Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Empiric 2500 Fund Mutual Fund Constituents
| CAR | Avis Budget Group | Stock | Industrials | |
| MTCH | Match Group | Stock | Communication Services | |
| IPG | Interpublic Group of | Stock | Communication Services | |
| TTC | Toro Co | Stock | Industrials | |
| NTNX | Nutanix | Stock | Information Technology | |
| CVLT | CommVault Systems | Stock | Information Technology | |
| LGND | Ligand Pharmaceuticals Incorporated | Stock | Health Care | |
| CACC | Credit Acceptance | Stock | Financials |
Empiric 2500 Risk Profiles
| Mean Deviation | 0.7458 | |||
| Semi Deviation | 0.7254 | |||
| Standard Deviation | 1.01 | |||
| Variance | 1.01 |
Empiric 2500 Against Markets
Other Information on Investing in Empiric Mutual Fund
Empiric 2500 financial ratios help investors to determine whether Empiric Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Empiric with respect to the benefits of owning Empiric 2500 security.
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| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years |