Empiric FundEMCAX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$23.4M
Expense ratio
2.24%
1-year return
+7.2%
3 years, a year
+8.5%
5 years, a year
+2.5%
Holdings
38
What it aims to do.
The Fund?s goal is to achieve capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| COKE Coca-Cola Consolidated Inc | 10.56% |
| PWR Quanta Services, Inc. | 6.71% |
| CASY Casey'S General Stores Inc. | 5.95% |
| US Bank Mmda | 5.56% |
| TER Teradyne Inc. | 4.58% |
| URI United Rentals, Inc. | 4.46% |
| EME Emcor Group Inc | 3.78% |
| LECO Lincoln Electric Holdings Inc. | 3.69% |
| LPLA LPL Financial Holdings Inc. | 3.47% |
| MA MasterCard Incorporated | 3.41% |
More on EMCAX.
- EMCAX overview
- EMCAX holdings
- EMCAX risk
- EMCAX costs
- EMCAX money in and out
- EMCAX share classes
- Compare EMCAX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.