Empiric 2500 Fund Quote
| EMCAX Fund | USD 69.00 0.41 0.59% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Empiric 2500 is trading at 69.00 as of the 15th of December 2024; that is 0.59% down since the beginning of the trading day. The fund's open price was 69.41. Empiric 2500 has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 16th of September 2024 and ending today, the 15th of December 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 | 31st of December 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Empiric 2500 Fund [EMCAX] is traded in USA and was established 15th of December 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 21.07%, while the total return for the last 3 years was 5.72%.
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
| CASY | Caseys General Stores | Stock | Consumer Staples | |
| BRKR | Bruker | Stock | Health Care | |
| AGS | PlayAGS | Stock | Consumer Discretionary | |
| CCK | Crown Holdings | Stock | Materials | |
| RH | RH | Stock | Consumer Discretionary | |
| GMED | Globus Medical | Stock | Health Care | |
| SGEN | Seagen Inc | Stock | Health Care | |
| LPLA | LPL Financial Holdings | Stock | Financials |
Empiric 2500 Risk Profiles
| Mean Deviation | 0.7054 | |||
| Semi Deviation | 0.5393 | |||
| Standard Deviation | 0.9452 | |||
| Variance | 0.8934 |
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.
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device |