About EMCCX
Empiric Fund Class C is a mutual fund focused on achieving long-term capital appreciation primarily through investments in equity securities of U.S. small- and mid-capitalization growth companies. The fund utilizes a systematic, multi-factor quantitative stock screening process, enhanced by over 25 years of development, to identify stocks with the potential to generate “excess” returns, or alpha, relative to the broader MSCI USA Small Cap Index. Key factors considered in the selection process include valuation metrics, historical and projected growth, analyst expectations, financial quality, and price momentum. Optimization and risk adjustment models are employed to construct a diversified portfolio, with a final qualitative review by experienced management. Empiric Fund Class C is actively managed, with a particular emphasis on smaller companies that may offer higher growth prospects, but also present greater volatility and liquidity risk. This approach positions the fund as a vehicle for investors seeking exposure to the dynamic segment of small- and mid-sized U.S. growth companies within the broader equity market.
Fund Family Empiric Funds
Category Small Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol EMCCX
Share Class Class C
Index MSCI US Small Cap TR
EMCCX had a total return of 10.05% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.93%.
