Advertisement
Skip to Content

EuroPac International Value A EPIVX

Quantitative rating as of
  • NAV / 1-Day Return 9.86  /  0.00
  • Total Assets 132.5 Mil
  • Adj. Expense Ratio
    1.750%
  • Expense Ratio 1.750%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Foreign Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.52%
  • Turnover 21%

Morningstar’s Analysis EPIVX

Will EPIVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

|

Strength in the People Pillar isn't sufficient for EuroPac International Value A to overcome weaker marks in areas such as their Parent rating, limiting this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

Unlock our full analysis with Morningstar Investor