Ep Emerging Markets Fund Quote
| EPEIX Fund | USD 9.82 0.07 0.72% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Ep Emerging is trading at 9.82 as of the 23rd of April 2024; that is 0.72 percent increase since the beginning of the trading day. The fund's open price was 9.75. Ep Emerging has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Ep Emerging Markets are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of March 2024 and ending today, the 23rd of April 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing at least 80 percent of its net assets in equity securities of companies that are tied economically to emerging market countries. The funds advisor considers emerging market countries to be those countries that are, at the time of investment, included in the MSCI Emerging Markets Index. More on Ep Emerging Markets
Moving together with EPEIX Mutual Fund
| 0.95 | EPASX | Ep Emerging Markets | PairCorr |
| 0.75 | EPBIX | Europac International | PairCorr |
EPEIX Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Ep Emerging's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Ep Emerging or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Ep Emerging Markets [EPEIX] is traded in USA and was established 23rd of April 2024. Ep Emerging is listed under Euro Pacific Asset Management category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Euro Pacific Asset Management family. The entity is thematically classified as Small Growth Funds. This fund currently has accumulated 88.29 M in assets under management (AUM) with minimum initial investment of 5 K. Ep Emerging Markets is currently producing year-to-date (YTD) return of 1.31% with the current yeild of 0.01%, while the total return for the last 3 years was -8.22%.
Check Ep Emerging Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on EPEIX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding EPEIX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ep Emerging Markets Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ep Emerging Markets Mutual Fund Constituents
| ACES | ALPS Clean Energy | Etf | Miscellaneous Sector |
| DNP | Dnp Select Income | Fund | Asset Management |
| EAT | Brinker International | Stock | Consumer Discretionary |
| MWG | Multi Ways Holdings | Stock | Industrials |
| NTXVF | Nexteer Automotive Group | Pink Sheet | Auto Parts |
| TCS | Container Store Group | Stock | Consumer Discretionary |
| DNL | WisdomTree Global ex US | Etf | Foreign Large Growth |
Ep Emerging Target Price Odds Analysis
Based on a normal probability distribution, the odds of Ep Emerging jumping above the current price in 90 days from now is about 44.04%. The Ep Emerging Markets probability density function shows the probability of Ep Emerging mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Ep Emerging has a beta of 0.5762 suggesting as returns on the market go up, Ep Emerging average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Ep Emerging Markets will be expected to be much smaller as well. Additionally, ep Emerging Markets has an alpha of 0.0067, implying that it can generate a 0.006653 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Ep Emerging to move above the current price in 90 days from now is about 44.04 (This Ep Emerging Markets probability density function shows the probability of EPEIX Mutual Fund to fall within a particular range of prices over 90 days) .
Ep Emerging Markets Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Ep Emerging market risk premium is the additional return an investor will receive from holding Ep Emerging long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Ep Emerging. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Ep Emerging's alpha and beta are two of the key measurements used to evaluate Ep Emerging's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4922 | |||
| Semi Deviation | 0.533 | |||
| Standard Deviation | 0.647 | |||
| Variance | 0.4186 |
Ep Emerging Against Markets
Picking the right benchmark for Ep Emerging mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Ep Emerging mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Ep Emerging is critical whether you are bullish or bearish towards Ep Emerging Markets at a given time. Please also check how Ep Emerging's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Ep Emerging without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy EPEIX Mutual Fund?
Before investing in Ep Emerging, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Ep Emerging. To buy Ep Emerging fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Ep Emerging. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Ep Emerging fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Ep Emerging Markets fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Ep Emerging Markets fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Ep Emerging Markets, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Ep Emerging Markets?
The danger of trading Ep Emerging Markets is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Ep Emerging is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Ep Emerging. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Ep Emerging Markets is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Ep Emerging Markets. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.