Empiric 2500 is trading at 62.04 as of the 19th of March 2025; that is 0.5% down since the beginning of the trading day. The fund's open price was 62.35. Empiric 2500 has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund seeks to achieve its objective by primarily investing in the equity securities of domestic small and mid-capitalization growth companies. 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.. More on Empiric 2500 Fund
Empiric 2500 Fund [EMCAX] is traded in USA and was established 19th of March 2025. Empiric 2500 is listed under Empiric Funds category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Empiric Funds family. This fund currently has accumulated 24.88 M in assets under management (AUM) with no minimum investment requirementsEmpiric 2500 is currently producing year-to-date (YTD) return of 1.11%, while the total return for the last 3 years was 6.01%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Empiric Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Empiric Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Empiric 2500 Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Empiric Mutual Fund
Empiric 2500 financial ratios help investors to determine whether Empiric Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Empiric with respect to the benefits of owning Empiric 2500 security.