Europac International Value Fund Quote
| EPIVX Fund | USD 10.44 0.02 0.19% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Europac International is trading at 10.44 as of the 18th of January 2025; that is 0.19% up since the beginning of the trading day. The fund's open price was 10.42. Europac International has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 29th of January 2023 and ending today, the 18th of January 2025. Click here to learn more.
Under normal market conditions, the fund will invest at least 80 percent of its net assets in common stocks of companies located in Europe or the Pacific Rim. The funds advisor considers a country to be part of Europe if it is included in one of the MSCI European indexes and part of the Pacific Rim if any of its borders touches the Pacific Ocean. More on Europac International Value
Moving together with Europac Mutual Fund
| 0.89 | EPASX | Ep Emerging Markets | PairCorr |
| 0.95 | EPBIX | Europac International | PairCorr |
| 0.95 | EPDIX | Europac International | PairCorr |
| 0.92 | EPEIX | Ep Emerging Markets | PairCorr |
| 0.98 | EPDPX | Europac International | PairCorr |
| 0.95 | EPGIX | Investment Managers | PairCorr |
Moving against Europac Mutual Fund
Europac Mutual Fund Highlights
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Europac International Value [EPIVX] is traded in USA and was established 18th of January 2025. Europac International is listed under Euro Pacific Asset Management category by Fama And French industry classification. The fund is listed under Foreign Large Value category and is part of Euro Pacific Asset Management family. This fund currently has accumulated 143.71 M in assets under management (AUM) with no minimum investment requirementsEuropac International is currently producing year-to-date (YTD) return of 0.29% with the current yeild of 0.02%, while the total return for the last 3 years was 5.04%.
Check Europac International Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Europac Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Europac Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Europac International Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Europac International Value Mutual Fund Constituents
| EQNR | Equinor ASA ADR | Stock | Energy | |
| NEM | Newmont Goldcorp Corp | Stock | Materials | |
| NVO | Novo Nordisk AS | Stock | Health Care | |
| NVS | Novartis AG ADR | Stock | Health Care | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| TCEHY | Tencent Holdings Ltd | Pink Sheet | Internet Content & Information | |
| TKC | Turkcell Iletisim Hizmetleri | Stock | Communication Services |
Europac International Risk Profiles
| Mean Deviation | 0.4996 | |||
| Standard Deviation | 0.6644 | |||
| Variance | 0.4414 | |||
| Risk Adjusted Performance | (0.14) |
Europac International Against Markets
Other Information on Investing in Europac Mutual Fund
Europac International financial ratios help investors to determine whether Europac Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Europac with respect to the benefits of owning Europac International security.
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