A strong management team and sound investment process underpin Empiric Class A's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
- NAV / 1-Day Return 55.26 / 0.68 %
- Total Assets 26.4 Mil
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Adj. Expense Ratio
- Expense Ratio 2.120%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.00
- Turnover 5%
Morningstar’s Analysis EMCAX
Will EMCAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.