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.
- NAV / 1-Day Return 9.86 / 0.00
- Total Assets 132.5 Mil
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Adj. Expense Ratio
- 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.