Europac International Value Fund Quote
| EPIVX Fund | USD 11.66 0.08 0.68% |
PerformanceSolid
| Odds Of DistressLow
|
Europac International is trading at 11.66 as of the 24th of March 2025; that is 0.68% down since the beginning of the trading day. The fund's open price was 11.74. Europac International has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 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
Europac Mutual Fund Highlights
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Europac International Value [EPIVX] is traded in USA and was established 24th of March 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 13.2% with the current yeild of 0.02%, while the total return for the last 3 years was 7.04%.
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 | 0.5169 | |||
| Semi Deviation | 0.579 | |||
| Standard Deviation | 0.7215 | |||
| Variance | 0.5206 |
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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