MENU
+Compare
EPDIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$9.06
Change
+$0.05 (+0.55%)
Net Assets
107.86M

EPDIX EuroPac International Dividend Income I Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are BP plc (NYSE:BP).

Industry description

The investment seeks income and maximize growth of income with capital appreciation as a secondary objective. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of dividend paying companies located in Europe or the Pacific Rim. It will invest primarily in non-U.S. companies. The fund may invest in companies of all capitalizations that the advisor considers to be attractive dividend paying companies.

Market Cap

The average market capitalization across the EuroPac International Dividend Income I MF is 84.4B. The market cap for tickers in the group ranges from 1.87B to 213.22B. SHEL holds the highest valuation in this group at 213.22B. The lowest valued company is ROG at 1.87B.

Volume

The average weekly volume growth across all stocks in the EuroPac International Dividend Income I MF was 81%. For the same stocks of the MF, the average monthly volume growth was 75% and the average quarterly volume growth was 30%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 46
P/E Growth Rating: 29
Price Growth Rating: 65
SMR Rating: 81
Profit Risk Rating: 63
Seasonality Score: 39 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category ForeignLargeValue

Profile
Fundamentals
Details
Category
Foreign Large Value
Address
Investment Managers Series Trust803 W. MICHIGAN ST.Milwaukee
Phone
626-914-4141
Web
www.europacificfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
SPHY23.430.14
+0.60%
SPDR® Portfolio High Yield Bond ETF
FMHI48.210.23
+0.48%
First Trust Municipal High Income ETF
RAYD32.220.15
+0.47%
Rayliant Quantitative Dev Mkt Eq ETF
HYGW31.800.09
+0.28%
iShares High Yld Crp Bd Buywrt Stgy ETF
DWSH7.51-0.08
-1.05%
AdvisorShares Dorsey Wright Short ETF

EPDIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, EPDIX has been closely correlated with VIHAX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if EPDIX jumps, then VIHAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EPDIX
1D Price
Change %
EPDIX100%
+0.55%
VIHAX - EPDIX
83%
Closely correlated
-0.77%
DODFX - EPDIX
81%
Closely correlated
+0.32%
DOXFX - EPDIX
81%
Closely correlated
+0.30%
HFQRX - EPDIX
81%
Closely correlated
+0.33%
OANIX - EPDIX
76%
Closely correlated
+0.49%
More