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Morningstar

Euro Pacific Asset Management Mutual Funds

View all of Euro Pacific Asset Management’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Euro Pacific Asset Management Funds List

Share Class Type

1 to 10 of 10 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
EuroPac Gold AEPGFXEquity Precious Metals8.39%611.390%Above AverageFront Load$2,500
EuroPac International Bond AEPIBXGlobal Bond−0.92%271.160%HighFront Load$2,500
EuroPac International Bond IEPBIXGlobal Bond−0.90%260.910%HighInstitutional$5,000
EuroPac Gold IEPGIXEquity Precious Metals9.06%641.140%HighInstitutional$5,000
EuroPac International Dividend Income AEPDPXForeign Large Value2.88%871.520%HighFront Load$2,500
EuroPac International Dividend Income IEPDIXForeign Large Value3.58%881.270%HighInstitutional$5,000
EuroPac International Value AEPIVXForeign Large Value4.69%791.750%HighFront Load$2,500
EuroPac International Value IEPVIXForeign Large Value4.14%741.500%HighInstitutional$5,000
EP Emerging Markets AEPASXDiversified Emerging Mkts1.97%841.770%HighFront Load$2,500
EP Emerging Markets IEPEIXDiversified Emerging Mkts2.62%841.520%HighInstitutional$5,000

Euro Pacific Asset Management Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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