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 Mutual Funds List

1 to 10 of 10 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
EuroPac International Bond Fund Class AEPIBXGlobal Bond—−1.96%411.170%HighFront Load$2,500
EuroPac International Dividend Income Fund Class IEPDIXForeign Large Value
9.64%651.250%HighInstitutional$5,000
EuroPac International Dividend Income Fund Class AEPDPXForeign Large Value
9.41%671.500%HighFront Load$2,500
EuroPac International Bond Fund Class IEPBIXGlobal Bond—−1.65%330.920%HighInstitutional$5,000
EuroPac International Value Fund Class IEPVIXForeign Large Value
2.40%961.460%HighInstitutional$5,000
EuroPac Gold Fund Class AEPGFXEquity Precious Metals
5.97%171.330%Above AverageFront Load$2,500
EuroPac International Value Fund Class AEPIVXForeign Large Value
2.21%971.710%HighFront Load$2,500
EuroPac Gold Fund Class IEPGIXEquity Precious Metals
6.21%141.080%HighInstitutional$5,000
EP Emerging Markets Fund Class AEPASXDiversified Emerging Mkts
2.65%961.770%HighFront Load$2,500
EP Emerging Markets Fund Class IEPEIXDiversified Emerging Mkts
2.81%951.520%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 assess a fund's ability to outperform its Morningstar Category index after fees.

  • 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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