Empiric 2500 Fund

Scorecard
1 / 5 Stars
Lipper
1 1 3 1 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
TheStreet.com
C+ (Hold)

#135 in Mid-Cap Growth

U.S. News evaluated 223 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 35.95 percent over the past year, 11.94 percent over the past three years, 17.18 percent over the past five years, and 6.89 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.9%
1 Year 35.9%
3 Years (Annualized) 11.9%
5 Years (Annualized) 17.2%
10 Years (Annualized) 6.9%

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Summary

The investment seeks capital appreciation. The fund seeks to achieve its objective by primarily investing in the equity securities of companies included in the Russell 2500 Index. 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.

Fees

Fees are Low compared to funds in the same category.
Empiric 2500 Fund has an expense ratio of 1.90 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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