Empiric 2500 Fund Quote
| EMCCX Fund | USD 50.83 0.65 1.30% |
Performance4 of 100
| Odds Of DistressLess than 20
|
Empiric 2500 is trading at 50.83 as of the 24th of April 2024; that is 1.30% increase since the beginning of the trading day. The fund's open price was 50.18. Empiric 2500 has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Empiric 2500 Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of March 2024 and ending today, the 24th of April 2024. 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
Moving together with Empiric Mutual Fund
| 1.0 | EMCAX | Empiric 2500 | PairCorr |
| 0.97 | VSGAX | Vanguard Small Cap | PairCorr |
| 0.97 | VSGIX | Vanguard Small Cap | PairCorr |
| 0.97 | VISGX | Vanguard Small Cap | PairCorr |
| 0.97 | VEXPX | Vanguard Explorer | PairCorr |
| 0.97 | VEXRX | Vanguard Explorer | PairCorr |
Empiric Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Empiric 2500's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Empiric 2500 or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Empiric Funds, Large Funds, Small Growth Funds, Small Growth, Empiric Funds, Large, Small Growth (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Empiric 2500 Fund [EMCCX] is traded in USA and was established 24th of April 2024. 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 minimum initial investment of 2.5 K. Empiric 2500 is currently producing year-to-date (YTD) return of 1.31%, while the total return for the last 3 years was -2.11%.
Check Empiric 2500 Probability Of Bankruptcy
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.
Top Empiric 2500 Fund Mutual Fund Constituents
| GNRC | Generac Holdings | Stock | Industrials |
| TPIC | TPI Composites | Stock | Industrials |
| AGS | PlayAGS | Stock | Consumer Discretionary |
| PTCT | PTC Therapeutics | Stock | Health Care |
| SUPN | Supernus Pharmaceuticals | Stock | Health Care |
| MTN | Vail Resorts | Stock | Consumer Discretionary |
| PFGC | Performance Food Group | Stock | Consumer Staples |
Empiric 2500 Target Price Odds Analysis
Based on a normal probability distribution, the odds of Empiric 2500 jumping above the current price in 90 days from now is about 54.5%. The Empiric 2500 Fund probability density function shows the probability of Empiric 2500 mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.0573 suggesting Empiric 2500 Fund market returns are sensitive to returns on the market. As the market goes up or down, Empiric 2500 is expected to follow. Additionally, empiric 2500 Fund has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Empiric 2500 to move above the current price in 90 days from now is about 54.5 (This Empiric 2500 Fund probability density function shows the probability of Empiric Mutual Fund to fall within a particular range of prices over 90 days) .
Empiric 2500 Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Empiric 2500 market risk premium is the additional return an investor will receive from holding Empiric 2500 long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Empiric 2500. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Empiric 2500's alpha and beta are two of the key measurements used to evaluate Empiric 2500's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6207 | |||
| Semi Deviation | 0.7725 | |||
| Standard Deviation | 0.7513 | |||
| Variance | 0.5644 |
Empiric 2500 Against Markets
Picking the right benchmark for Empiric 2500 mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Empiric 2500 mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Empiric 2500 is critical whether you are bullish or bearish towards Empiric 2500 Fund at a given time. Please also check how Empiric 2500's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Empiric 2500 without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Empiric Mutual Fund?
Before investing in Empiric 2500, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Empiric 2500. To buy Empiric 2500 fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Empiric 2500. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Empiric 2500 fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Empiric 2500 Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Empiric 2500 Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Empiric 2500 Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Empiric 2500 Fund?
The danger of trading Empiric 2500 Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Empiric 2500 is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Empiric 2500. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Empiric 2500 is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Empiric 2500 Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Empiric 2500 information on this page should be used as a complementary analysis to other Empiric 2500's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.