1 / 5 Stars
1 1 3 1 5
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#162 in Mid-Cap Growth
U.S. News evaluated 217 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 33.64 percent over the past year, 12.77 percent over the past three years, 9.81 percent over the past five years, and 7.31 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||31.3%|
|3 Years (Annualized)||12.8%|
|5 Years (Annualized)||9.8%|
|10 Years (Annualized)||7.3%|
The investment seeks capital appreciation. The fund invests at least 80% of its net assets, including borrowings for investment purposes, in equity securities such as common stocks that the Advisor deems to be undervalued and which have characteristics the Advisor deems to likely cause those stocks to appreciate in the near future. It may make short sales as part of its overall portfolio management strategy or to offset a potential decline in the value of a security. Up to 33% of the fund's investment portfolio may include companies traded on foreign exchanges.
Fees are Low compared to funds in the same category.
Empiric Core Equity Fund has an expense ratio of 1.76 percent.
Risk is Average compared to funds in the same category according to Morningstar.