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Euro Pacific Asset Management

Euro Pacific Asset Management Parent Rating

Below Average

Euro Pacific Asset Management lags peer asset managers in a number of stewardship qualities, resulting in a Below Average Parent Pillar rating.

Euro Pacific Asset Management open-end and exchange-traded products are costlier than similarly distributed funds at other highly-rated asset managers, on average in the second most expensive quintile of category peers. The higher expense profile contributes negatively to the firm's overall stewardship rating and creates a larger performance hurdle. In terms of risk-adjusted performance, the Euro Pacific Asset Management open-end and exchange-traded funds fall short of competitors, with an average 10-year Morningstar Rating of 2.2 stars. The product lineup at Euro Pacific Asset Management has exhibited exemplary durability when looked at over the past five years. Notably, its five-year risk-adjusted success ratio stands at 70%, meaning that 70% of its products have survived and beaten their respective category median on a risk-adjusted basis.

Euro Pacific Asset Management Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

616.11 Mil

Investment Flows (TTM)

10.91 Mil

Asset Growth Rate (TTM)

1.76%

# of Share Classes

10
Morningstar Rating # of Share Classes
0
3
6
1
0
Not Rated 0

Morningstar Mentions

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