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EPGIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 24 closing price
Price
$9.41
Change
+$0.08 (+0.86%)
Net Assets
216.16M

EPGIX EuroPac Gold I Forecast, Technical & Fundamental Analysis

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Wheaton Precious Metals Corp (NYSE:WPM), Pan American Silver Corp (NYSE:PAAS).

Industry description

The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in the securities of gold companies located in Europe and the Pacific Rim. The fund's advisor defines securities of gold companies as equity securities of companies that derive at least 50% of gross revenue or profit from mining, processing, or dealing and investing in gold, as well as companies whose primary business is exploring for gold or that provide services to the gold industry. It may invest up to 15% of its net assets in private placements and other restricted securities.

Market Cap

The average market capitalization across the EuroPac Gold I MF is 15.07B. The market cap for tickers in the group ranges from 3.04B to 29.62B. AEM holds the highest valuation in this group at 29.62B. The lowest valued company is OR at 3.04B.

Volume

The average weekly volume growth across all stocks in the EuroPac Gold I MF was -62%. For the same stocks of the MF, the average monthly volume growth was -83% and the average quarterly volume growth was -58%

Fundamental Analysis Ratings

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

Valuation Rating: 39
P/E Growth Rating: 36
Price Growth Rating: 54
SMR Rating: 83
Profit Risk Rating: 49
Seasonality Score: -25 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category PreciousMetals

Profile
Fundamentals
Details
Category
Equity Precious Metals
Address
Investment Managers Series Trust803 W. MICHIGAN ST.Milwaukee
Phone
626-914-4141
Web
www.europacificfunds.com
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EPGIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, EPGIX has been closely correlated with FSAGX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if EPGIX jumps, then FSAGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EPGIX
1D Price
Change %
EPGIX100%
+0.86%
FSAGX - EPGIX
96%
Closely correlated
+0.28%
IOGYX - EPGIX
93%
Closely correlated
N/A
FEURX - EPGIX
93%
Closely correlated
+0.23%
FEGIX - EPGIX
93%
Closely correlated
+0.23%
SGGDX - EPGIX
93%
Closely correlated
+0.23%
More