Empiric 2500 Financials
| EMCAX Fund | USD 59.39 0.03 0.05% |
Empiric |
Please note that past performance is not an indicator of the future performance of Empiric 2500, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Empiric 2500 Fund Summary
Empiric 2500 competes with Empiric 2500, Vanguard Mid-cap, Horizon Active, and Fidelity Select. 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.Specialization | Small Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Mutual Fund Series |
| Mutual Fund Family | Empiric Funds |
| Mutual Fund Category | Small Growth |
| Benchmark | NYSE Composite |
| Phone | 888 839 7424 |
| Currency | USD - US Dollar |
Empiric Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Empiric 2500's current stock value. Our valuation model uses many indicators to compare Empiric 2500 value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Empiric 2500 competition to find correlations between indicators driving Empiric 2500's intrinsic value. More Info.Empiric 2500 Fund is rated below average in price to earning among similar funds. It is rated below average in price to book among similar funds fabricating about 0.20 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Empiric 2500 Fund is roughly 4.95 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Empiric 2500 by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Empiric 2500's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Empiric 2500's earnings, one of the primary drivers of an investment's value.Empiric 2500 Systematic Risk
Empiric 2500's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Empiric 2500 volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Empiric 2500 correlated with the market. If Beta is less than 0 Empiric 2500 generally moves in the opposite direction as compared to the market. If Empiric 2500 Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Empiric 2500 is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Empiric 2500 is generally in the same direction as the market. If Beta > 1 Empiric 2500 moves generally in the same direction as, but more than the movement of the benchmark.
Empiric 2500 April 25, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Empiric 2500 help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Empiric 2500 Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Empiric 2500 Fund based on widely used predictive technical indicators. In general, we focus on analyzing Empiric Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Empiric 2500's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8557 | |||
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 2.78 | |||
| Value At Risk | (1.23) | |||
| Potential Upside | 1.28 |
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 nation. 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 Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.