Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 800-880-0324. The Fund imposes a 1.00% redemption fee on Class C Shares held for less than one year. Performance data does not reflect the redemption fee. If it had, return would be reduced. Performance data shown reflects the Class A maximum sales charge of 5.75%. Performance data shown for the load waived shares does not reflect the deduction of the sales load or fee. If reflected, the load or fee would reduce the performance quoted. Performance data shown for Class A shares without sales charge does not reflect the deduction of the sales load or fee. If reflected, the load or fee would reduce the performance quoted.
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The S&P 500 is an unmanaged index widely recognized as representative of larger companies. The S&P 500 index does not bear transaction costs or management fees, and cannot be actually bought or sold. All returns shown are at net asset value (NAV). To the extent a shareholder pays sales charges, the performance shown would be less. Maximum sales charge is 5.75%. The Empiric Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any Empiric Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. The Fund invests in smaller companies, which involve additional risks such as limited liquidity and greater volatility. The Fund invests in foreign securities which involve political, economic and currency risks, greater volatility, and differences in accounting methods. The Fund is non-diversified, meaning it may concentrate its assets in fewer individual holdings than a diversified fund. Therefore, the Fund is more exposed to individual stock volatility than a diversified fund. The Funds use of derivative instruments involves the risk that such instruments may not work as intended due to unanticipated developments in market conditions or other causes. Derivatives often involve the risk that the other party to the transaction will be unable to close out the position at any particular time or at an acceptable price. When a Fund uses certain types of derivative instruments for investment purposes, it could lose more than the original cost of the investment and its potential loss could be unlimited. |
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