1 / 5 Stars
1 1 3 1 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#137 in Mid-Cap Growth
U.S. News evaluated 221 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 29.28 percent over the past year, 9.56 percent over the past three years, 15.53 percent over the past five years, and 6.76 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||-0.1%|
|3 Years (Annualized)||9.6%|
|5 Years (Annualized)||15.5%|
|10 Years (Annualized)||6.8%|
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 are Low compared to funds in the same category.
Empiric 2500 Fund has an expense ratio of 1.90 percent.
Risk is Average compared to funds in the same category according to Morningstar.