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Empiric 2500 A (EMCAX) Fund Ranking and Research

Ranking, Research and Recommendation of Empiric 2500 A (EMCAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Empiric 2500 A Fund (EMCAX) ManagerFund Manager - Mark A. Coffelt

Fund Manager Information

Fund Manager Tenure: 22.5 years
Similar Funds: EMCCX 
Fund Family: Empiric Funds
Fund Category: Mid-Cap Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.34)     (What does this score mean?)
Coffelt is is the President and Chief Investment Officer of the Advisor, and Chairman of the Board of Directors and President of the Fund. He founded the Advisor in 1987. Coffelt holds the Chartered Financial Analyst designation.  Get more insights on Mark A. Coffelt

 

Graph of Empiric 2500 A Fund (EMCAX) ProfileEmpiric 2500 A Fund (EMCAX) Profile

Fund Profile and Description

Empiric 2500 A Fund seeks capital appreciation. Empiric 2500 A Fund invests at least 80% of its net assets in equity securities or common stocks that the Advisor deems to be undervalued and which have characteristics the Advisor deems will likely cause those stocks to appreciate in the near future. It may, for temporary defensive purposes, hold cash or invest 100% of assets in short-term debt instruments such as money market instruments, notes or bonds, or enter into repurchase agreements, all of which are investment grade. Empiric 2500 A Fund is non-diversified.

 

Empiric 2500 A (EMCAX) Fund Strength What we like about Empiric 2500 A (EMCAX) Fund

Data for Empiric 2500 A Fund (EMCAX) as of May 30, 2016

  • Empiric 2500 A Fund (EMCAX) management has been with Empiric 2500 A Fund for 22.5 years

Empiric 2500 A Fund (EMCAX) Weakness What we are cautious about Empiric 2500 A (EMCAX) Fund

Data for Empiric 2500 A Fund (EMCAX) as of May 30, 2016

  • Empiric 2500 A Fund (EMCAX) has a less-than-ideal short-term performance (1-year return -17.59% vs -4.08% Mid-Cap Blend category median performance)
  • Empiric 2500 A Fund (EMCAX) has a less-than-ideal mid-term performance (3-year return 4.29% vs 8.11% Mid-Cap Blend category median performance)
  • Empiric 2500 A Fund (EMCAX) has a less-than-ideal Long-term performance (5-year return 4.18% vs 8.53% Mid-Cap Blend category median performance)
  • Empiric 2500 A Fund (EMCAX) ratio of up-years vs down years can be improved
  • Empiric 2500 A Fund (EMCAX) has a Morningstar rating of 3 and below
  • Empiric 2500 A Fund (EMCAX) is less safe compared to its Mid-Cap Blend peers
  • Empiric 2500 A Fund (EMCAX) has an annual stock turnover rate of 166.00% that is higher than the Mid-Cap Blend average of 60.70%. This could mean Empiric 2500 A is more nimble, but also signal potential high tax impact and high trading fees
  • Empiric 2500 A Fund (EMCAX) does not have a good risk adjusted return as its 3-year Alpha of -8.8 is worse than category average of -2.81, and its 3-year Sharpe ratio is 0.34
  • Empiric 2500 A Fund (EMCAX) is more volatile than its peers as it has a 3-year Standard Deviation of 16.06 that is higher than category average of 12.56
  • Empiric 2500 A Fund (EMCAX) has a higher expense ratio of 1.87% than its Mid-Cap Blend average of 1.15%
  • Empiric 2500 A Fund (EMCAX) carries a 5.75% load
See Empiric 2500 A Fund (EMCAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Empiric 2500 A Fund (EMCAX)Compare with other top Mid-Cap Blend category mutual funds

Aadditional top Mid-Cap Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Empiric 2500 A-0.17-17.594.294.18
VY JPMorgan Mid Cap Value S2 (IJPMX)5.65-1.1810.0811.52Compare
Thrivent Mid Cap Stock A (AASCX)7.444.8912.209.76Compare
CRM Mid Cap Value Instl (CRIMX)9.240.699.458.33Compare

See top fund managers for Mid-Cap Blend Category Funds

 

Compare Empiric 2500 A Fund (EMCAX)Compare with Mid-Cap Blend category ETFs

Some Mid-Cap Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Direxion All Cap Insider Sentiment ETF (KNOW)3.88%2.77%13.82%
Guggenheim Mid-Cap Core ETF (CZA)6.80%1.17%9.91%
Schwab US Mid-Cap ETF (SCHM)000
iShares Russell Mid-Cap (IWR)000
SPDR S&P MidCap 400 ETF (MDY)000

 

Graph of Empiric 2500 A Fund (EMCAX) Net Asset TrackingEmpiric 2500 A (EMCAX) Fund Net Asset

Track net asset change of Empiric 2500 A fund (EMCAX)

DateNet Asset
05/2016$22.48M
03/2016$23.44M
02/2016$21.83M
More historic net asset information on Empiric 2500 A Fund (EMCAX)

  

Graph of Empiric 2500 A Fund (EMCAX) Portfolio TrackingEmpiric 2500 A (EMCAX) Fund Portfolio Allocation

Track portfolio allocation change of Empiric 2500 A fund (EMCAX)

DateCashStockBondOther
03/20160.92%99.09%0%0%
12/20150.53%99.47%0%0%
09/20150.56%99.44%0%0%
Click here to see more historic asset allocation information on Empiric 2500 A Fund (EMCAX)

 

graph of Empiric 2500 A Fund (EMCAX) Top 10 Position TrackingTop 10 Holdings in Empiric 2500 A (EMCAX) Fund

Discover what Empiric 2500 A Fund (EMCAX) manager is buying

Mar 30, 2016
Centene Corporation Common Stoc [1.86%]
Hawaiian Holdings, Inc. [1.8%]
Air Transport Services Group, I [1.6%]
Alaska Air Group, Inc. Common S [1.6%]
CSG Systems International, Inc. [1.51%]
Central Garden & Pet Company [1.44%]
Smith & Wesson Holding Corporat [1.42%]
Amsurg Corp. [1.4%]
Heartland Payment Systems, Inc. [1.39%]
American Financial Group, Inc. [1.36%]

Dec 30, 2015
Health Net Inc. Common Stock [9.03%]
Sanderson Farms, Inc. [5.06%]
Global Brass and Copper Holding [3.53%]
Altisource Portfolio Solutions [3.47%]
Federated National Holding Comp [3.45%]
Hawaiian Holdings, Inc. [3.44%]
Neustar, Inc. Neustar, Inc. Cla [3.31%]
Molina Healthcare Inc Common St [3.22%]
Strayer Education, Inc. [3.01%]
UNIVERSAL INSURANCE HOLDINGS IN [2.79%]

Sep 29, 2015
Health Net Inc. Common Stock [7.62%]
Sanderson Farms, Inc. [4.55%]
Neustar, Inc. Neustar, Inc. Cla [3.6%]
Molina Healthcare Inc Common St [3.54%]
UNIVERSAL INSURANCE HOLDINGS IN [3.41%]
Global Brass and Copper Holding [3.26%]
Altisource Portfolio Solutions [2.85%]
Cooper Tire & Rubber Company Co [2.82%]
RPX Corporation [2.75%]
Federated National Holding Comp [2.69%]
Click here for Stock Holding Change Map in Empiric 2500 A Fund (EMCAX)

  

Latest News on Empiric 2500 A (EMCAX) Fund

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