Empiric 2500 Fund

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

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.

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Performance

The fund has returned 28.24 percent over the past year, 10.30 percent over the past three years, 12.93 percent over the past five years, and 6.49 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 3.2%
1 Year 28.2%
3 Years (Annualized) 10.3%
5 Years (Annualized) 12.9%
10 Years (Annualized) 6.5%

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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 2.65 percent.

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Risk

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

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See Also:

Top Empiric Funds Funds

Mid-Cap Growth Funds

Highest Returns (10-year)

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