Ep Emerging Financials
| EPEIX Fund | USD 10.23 0.04 0.39% |
EPEIX |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Ep Emerging Fund Summary
Ep Emerging competes with Vanguard Emerging, Vanguard Emerging, HUMANA, Barloworld, and Morningstar Unconstrained. The fund seeks to achieve its investment objective by investing at least 80 percent of its net assets in equity securities of companies that are tied economically to emerging market countries. The funds advisor considers emerging market countries to be those countries that are, at the time of investment, included in the MSCI Emerging Markets Index. The funds investments in equity securities may include common stock, preferred stocks, convertible stock and warrants.Specialization | Diversified Emerging Mkts, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Investment Managers Series |
| Mutual Fund Family | Euro Pacific Asset Management |
| Mutual Fund Category | Diversified Emerging Mkts |
| Benchmark | Dow Jones Industrial |
| Phone | 888 558 5851 |
| Currency | USD - US Dollar |
EPEIX Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ep Emerging's current stock value. Our valuation model uses many indicators to compare Ep Emerging value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ep Emerging competition to find correlations between indicators driving Ep Emerging's intrinsic value. More Info.Ep Emerging Markets is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 190.73 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Ep Emerging's earnings, one of the primary drivers of an investment's value.Ep Emerging Markets Systematic Risk
Ep Emerging's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ep Emerging volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Ep Emerging Markets correlated with the market. If Beta is less than 0 Ep Emerging generally moves in the opposite direction as compared to the market. If Ep Emerging Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ep Emerging Markets is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ep Emerging is generally in the same direction as the market. If Beta > 1 Ep Emerging moves generally in the same direction as, but more than the movement of the benchmark.
Ep Emerging Thematic Clasifications
Ep Emerging Markets is part of Emerging Markets Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with instruments from emerging markets. Fund or Etfs that invest in markets of developing countries
This theme covers Funds with instruments from emerging markets. Fund or Etfs that invest in markets of developing countries. Get More Thematic Ideas
Ep Emerging Markets is one of the top funds in net asset among similar funds. Total Asset Under Management (AUM) of Diversified Emerging Mkts category is currently estimated at about 241.91 Billion. Ep Emerging adds roughly 88.29 Million in net asset claiming only tiny portion of all funds under Diversified Emerging Mkts category.| Emerging Markets Funds | View |
Ep Emerging November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ep Emerging help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ep Emerging Markets. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ep Emerging Markets based on widely used predictive technical indicators. In general, we focus on analyzing EPEIX Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Ep Emerging's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.07 | |||
| Information Ratio | (0.12) | |||
| Maximum Drawdown | 6.52 | |||
| Value At Risk | (1.61) | |||
| Potential Upside | 1.57 |
Other Information on Investing in EPEIX Mutual Fund
Ep Emerging financial ratios help investors to determine whether EPEIX 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 EPEIX with respect to the benefits of owning Ep Emerging security.
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