Empiric Class C (EMCCX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
At close: 08:00PM EDT
Empiric Class C
Willow Grove, PA19090
630-a Fitzwatertown Road 2nd Floor
Mutual Fund Series Trust
866-447-4228
Management information
Mark A. Coffelt,Lead manager since 5 November 1995
Mark Coffelt has served as the President and Chief Investment Officer of Empiric Advisors, Inc since its inception in 1987. Mr. Coffelt has also served as the President of Empiric Distributors, Inc. since 2007. Mr. Coffelt has held the Chartered Financial Analyst (CFA) designation since 1987. He received his B.A. in economics, cum laude, from Occidental College and his MBA from the Wharton School at the University of Pennsylvania.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategorySmall Growth
Fund familyEmpiric Funds
Net assets23.47M
YTD return4.16%
Yield0.00%
Morningstar rating★★★
Inception date6 Oct 2005
Fund operations
Last dividendN/A
Last cap gain39.00
Holdings turnover8.00%
Average for categoryN/A
Fees and expenses
ExpenseEMCCXCategory average
Annual report expense ratio (net)2.17%1.21%
Prospectus net expense ratio2.17%N/A
Prospectus gross expense ratio2.17%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.40%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
© 2024 Yahoo. All rights reserved.