EuroPac International Value A (EPIVX)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
EuroPac International Value A (EPIVX) trades at $13.75 with AI Score 47/100 (Grade C). EuroPac International Value A (EPIVX) is a mutual fund focused on value-oriented, dividend-paying companies in Europe and the Pacific Rim. Market cap: $209.06M, Sector: Financial services.
Last analyzed: Mar 17, 2026Analyst Coverage for EPIVX: EPIVX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates EPIVX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
EPIVX: the 1 perspectives are evenly split.
EuroPac International Value A (EPIVX) Financial Services Profile
EuroPac International Value A (EPIVX) is a mutual fund targeting value and dividend opportunities in European and Pacific Rim equities. With a focus on diverse market caps, EPIVX offers investors exposure to international value stocks, operating with a beta of 0.87 and managing $0.22 billion in assets.
What Is the Investment Thesis for EPIVX?
EuroPac International Value A (EPIVX), with a market capitalization of $0.22 billion and a beta of 0.87, presents a value proposition for investors seeking exposure to international equities in Europe and the Pacific Rim. The fund's focus on value-oriented and dividend-paying companies offers a potentially stable investment in volatile markets. A key driver for EPIVX is its ability to identify undervalued companies across different market capitalizations within its target regions. However, the absence of a dividend yield may deter income-focused investors. The fund's performance is also subject to fluctuations in international markets and currency exchange rates. Success hinges on the advisor's ability to select companies that outperform their regional benchmarks. The fund's focus on both Europe and the Pacific Rim provides diversification, but also requires expertise in navigating the economic and political landscapes of these diverse regions.
Based on FMP financials and quantitative analysis
EPIVX Key Highlights
- Market Cap of $0.22B indicates a smaller fund size, potentially allowing for more agile investment strategies.
- Beta of 0.87 suggests lower volatility compared to the broader market, appealing to risk-averse investors.
- Focus on value-oriented companies aims to capitalize on undervalued assets in international markets.
- Investment in dividend-paying companies can provide a steady income stream, although the fund currently has no dividend yield.
- Geographic diversification across Europe and the Pacific Rim offers exposure to different economic cycles and growth opportunities.
Who Are EPIVX's Competitors?
EPIVX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AOTIX Virtus Emerging Markets Opportunities Fd Institutional | $46.17 | +4.53% | $229.64M | — |
| CILGX Clarkston Fund Institutional Class | $15.08 | -0.13% | $137.97M | 49 |
| DTLVX Wilshire Large Company Value Portfolio | $24.23 | +1.47% | $180.88M | — |
| GCIFX Green Century MSCI Intl Index Fd Instl Cl | $16.12 | +2.94% | $174.31M | — |
| GCINX Green Century MSCI Intl Index Fd Individual Inv Cl | $16.18 | +2.99% | $174.40M | — |
| NXDT NexPoint Diversified Real Estate Trust | $5.13 | +0.59% | $265.34M | 73 |
| GENB Generate Biomedicines, Inc. | $12.99 | +0.46% | $1.67B | 72 |
| SII Sprott Inc. | $117.22 | +1.26% | $3.02B | 71 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are EPIVX's Key Strengths?
- Focus on value investing can lead to outperformance in certain market environments.
- Diversification across Europe and the Pacific Rim reduces geographic risk.
- Investment in dividend-paying companies provides a potential income stream.
- Relatively low beta suggests lower volatility compared to the broader market.
What Are EPIVX's Weaknesses?
- Absence of a dividend yield may deter income-focused investors.
- Fund performance is subject to fluctuations in international markets and currency exchange rates.
- Smaller market cap may limit the fund's ability to invest in larger companies.
- Dependence on the advisor's ability to select undervalued companies.
What Could Drive EPIVX Stock Higher?
- Potential for increased investor interest in international value stocks due to changing market conditions (2026-Q4).
- Continued economic growth in emerging markets within the Pacific Rim.
- Increasing demand for ESG-focused investment strategies.
What Are the Key Risks for EPIVX?
- Global economic recession could negatively impact fund performance.
- Political instability in Europe and the Pacific Rim could disrupt markets.
- Currency fluctuations could erode investment returns.
- Increased competition from other international equity funds.
- Changes in government regulations could impact the fund's investment strategy.
What Are the Growth Opportunities for EPIVX?
- Expansion into Emerging Markets within the Pacific Rim: EPIVX can explore opportunities in the rapidly growing emerging markets of Southeast Asia, such as Vietnam and Indonesia. These markets offer high growth potential due to increasing consumer spending and infrastructure development. By allocating a portion of its portfolio to these regions, EPIVX can enhance its returns and diversify its geographic exposure. This strategy requires careful due diligence and risk management to navigate the political and economic uncertainties associated with emerging markets. Timeline: 2026-2028.
- Increased Allocation to Small-Cap Value Stocks: EPIVX can increase its allocation to small-cap value stocks in Europe and the Pacific Rim. Small-cap companies often have higher growth potential than their larger counterparts, and value stocks may be undervalued by the market. By focusing on this segment, EPIVX can potentially generate higher returns for its investors. However, small-cap stocks are also more volatile and require careful analysis to identify companies with strong fundamentals and growth prospects. Timeline: Ongoing.
- Adoption of ESG Investing Principles: EPIVX can integrate environmental, social, and governance (ESG) factors into its investment decision-making process. ESG investing is gaining increasing popularity among investors, and funds that incorporate ESG principles may attract a wider investor base. By focusing on companies with strong ESG profiles, EPIVX can potentially enhance its long-term returns and contribute to positive social and environmental outcomes. This requires developing a robust ESG framework and integrating ESG data into its investment analysis. Timeline: 2027-2029.
- Development of Thematic Investment Strategies: EPIVX can develop thematic investment strategies focused on specific trends or sectors, such as renewable energy, healthcare, or technology. These strategies can provide investors with targeted exposure to high-growth areas of the global economy. By identifying and investing in companies that are well-positioned to benefit from these trends, EPIVX can potentially generate attractive returns for its investors. This requires in-depth research and analysis to identify promising themes and companies. Timeline: 2028-2030.
- Strategic Partnerships with Local Asset Managers: EPIVX can form strategic partnerships with local asset managers in Europe and the Pacific Rim. These partnerships can provide EPIVX with access to local market expertise, research capabilities, and distribution networks. By leveraging the knowledge and resources of local partners, EPIVX can enhance its investment performance and expand its reach in these regions. This requires careful selection of partners and the establishment of clear roles and responsibilities. Timeline: 2027-2029.
What Opportunities Does EPIVX Have?
- Expansion into emerging markets within the Pacific Rim.
- Increased allocation to small-cap value stocks.
- Adoption of ESG investing principles.
- Development of thematic investment strategies.
What Threats Does EPIVX Face?
- Increased competition from other international equity funds.
- Global economic slowdown could negatively impact fund performance.
- Political instability in Europe and the Pacific Rim.
- Currency fluctuations could erode investment returns.
What Are EPIVX's Competitive Advantages?
- Established investment process focused on value and dividends.
- Experienced investment team with expertise in international markets.
- Diversified portfolio across different market capitalizations and geographic regions.
What Does EPIVX Do?
EuroPac International Value A (EPIVX) is a mutual fund that seeks to provide investors with long-term capital appreciation by investing primarily in the common stocks of companies located in Europe and the Pacific Rim. The fund's investment strategy centers around identifying companies that are considered to be value-oriented and dividend-paying. EPIVX invests across a range of market capitalizations, including large-, mid-, and small-cap companies, providing diversification within its target regions. The fund's advisor defines Europe as countries included in the MSCI European indexes and the Pacific Rim as countries bordering the Pacific Ocean. The fund operates under the principle of investing at least 80% of its net assets (plus any borrowings for investment purposes) in the specified regions. This commitment ensures that the fund remains focused on its core investment mandate. By targeting value stocks, EPIVX aims to capitalize on opportunities where the market price of a stock is below its intrinsic value. The dividend-paying component of its strategy provides investors with a potential income stream, adding to the fund's overall attractiveness. EPIVX is managed with the goal of delivering consistent, long-term returns to its investors through a disciplined and value-focused approach to international equity investing.
What Products and Services Does EPIVX Offer?
- Invests in common stocks of companies in Europe and the Pacific Rim.
- Focuses on value-oriented and dividend-paying companies.
- Invests in large-, mid-, and small-capitalization companies.
- Targets companies included in the MSCI European indexes and countries bordering the Pacific Ocean.
- Aims for long-term capital appreciation.
- Manages a portfolio of international equities.
How Does EPIVX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to grow AUM by attracting new investors and generating positive investment returns.
- Employs a team of investment professionals to research and select securities for the portfolio.
What Industry Does EPIVX Operate In?
EuroPac International Value A (EPIVX) operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The fund's focus on international value stocks positions it within a niche segment of the broader market. The asset management industry is influenced by global economic trends, interest rates, and regulatory changes. The rise of passive investing and the increasing demand for ESG-focused funds are also shaping the competitive landscape. EPIVX competes with other international equity funds, including AOTIX, CILGX, DTLVX, GCIFX, and GCINX, each with its own investment strategy and risk profile.
Who Are EPIVX's Key Customers?
- Individual investors seeking international equity exposure.
- Institutional investors, such as pension funds and endowments.
- Financial advisors who recommend the fund to their clients.
EPIVX Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the company's future growth, indicating that executives believe the stock is undervalued.
- Community sentiment has shifted positively, with discussions highlighting the company's expanding market presence and innovative strategies.
- Analysts are noting improvements in operational efficiency, which could enhance profitability and strengthen investor trust.
- The recent launch of new products has generated excitement among consumers, potentially driving revenue growth in the upcoming quarters.
Bear Case
- Concerns over macroeconomic conditions are affecting investor sentiment, leading to a cautious outlook on the stock's performance.
- There have been reports of increased competition in the industry, which could pressure EuroPac's market share and profitability.
- Recent social media discussions reflect skepticism about the company's long-term strategy, with some investors questioning management's decisions.
- Insider selling activity has raised red flags, prompting worries about potential issues within the company that could impact future performance.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
EPIVX Latest News
No recent news available for EPIVX.
EPIVX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for EPIVX.
Price Targets
Wall Street price target analysis for EPIVX.
EPIVX MoonshotScore
What does this score mean?
The MoonshotScore rates EPIVX's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Common Questions About EPIVX (Financial Services)
What does EuroPac International Value A do?
EuroPac International Value A (EPIVX) is a mutual fund that invests primarily in the common stocks of companies located in Europe and the Pacific Rim. The fund focuses on identifying companies that are considered to be value-oriented and dividend-paying, investing across a range of market capitalizations, including large-, mid-, and small-cap companies. By targeting value stocks, EPIVX aims to capitalize on opportunities where the market price of a stock is below its intrinsic value, seeking long-term capital appreciation for its investors through a disciplined and value-focused approach to international equity investing.
What are the main risks for EPIVX?
EuroPac International Value A (EPIVX) faces several risks inherent to its investment strategy and geographic focus. Fluctuations in international markets and currency exchange rates can significantly impact fund performance. Political and economic instability in Europe and the Pacific Rim could also disrupt markets and erode investment returns. The fund's reliance on the advisor's ability to select undervalued companies carries the risk of underperformance if these selections do not materialize as expected. Increased competition from other international equity funds could also put pressure on the fund's ability to attract and retain investors.
What are the key factors to evaluate for EPIVX?
EuroPac International Value A (EPIVX) holds an AI score of 47/100 (low). Not financial advice.
How frequently does EPIVX data refresh on this page?
EPIVX prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven EPIVX's recent stock price performance?
EuroPac International Value A (EPIVX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Focus on value investing can lead to outperformance in certain market environments. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider EPIVX overvalued or undervalued right now?
Valuing EuroPac International Value A (EPIVX) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying EPIVX?
Before investing in EuroPac International Value A (EPIVX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding EPIVX to a portfolio?
Key strength of EuroPac International Value A (EPIVX): Focus on value investing can lead to outperformance in certain market environments. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis is pending, which may provide further insights into the fund's performance and risk profile.
- The information provided is based on publicly available data and should not be considered investment advice.