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Mutual Funds

Five mutual fund strategies.

Dedicated to our clients’ best interests with an emphasis on honesty, integrity, and excellence.

Diversifiy Your Investments Globally

These funds may be particularly useful for clients that want access to our strategies, but do not qualify for the account minimums needed for our managed account platforms.

For investments between $2,500 and $50,000, you can open an account online now by clicking here.

Note: Our mutual funds are also available, load-waived on several brokerage platforms including Fidelity, Schwab, E-Trade, TD Ameritrade, Interactive Brokers and more.

Europac International Value Fund

EPVIX (I Share)

The investment objective of the EuroPac International Value Fund (the “Fund”) is to seek income and long-term capital appreciation. The Fund seeks to achieve this objective by selectively investing in undervalued foreign companies with minimal exposure to the US Dollar. These companies will primarily be located in Europe or the Pacific Rim.
Europac International Value Fund (EPVIX) received a 5-Star Overall Morningstar Rating™
Fund holdings and sector allocations are subject to change and should not be considered a recommendation to buy or sell any security. Before you decide whether to invest in the Fund, carefully consider these risk factors and special considerations associated with investing in the Fund, which may cause investors to lose money. The Funds invest in foreign securities which involve political, economic and currency risks, greater volatility, and differences in accounting methods. These risks are greater for investments in emerging markets. Investments related to gold are considered speculative and are affected by a variety of worldwide economic, financial, and political factors. The price of gold may fluctuate sharply over short periods of time.

Europac International Dividend Income Fund

EPDIX (I Share)

The investment objective of the Euro Pacific Dividend Payers Fund (the “Fund”) is to seek income and maximize growth of income, with capital appreciation as a secondary objective. Specifically, the Fund attempts to maximize expected dividend income by investing in foreign companies outside the United States.
Europac International Dividend Income Fund (EPDIX) received a 5-Star Overall Morningstar Rating™
Fund holdings and sector allocations are subject to change and should not be considered a recommendation to buy or sell any security. Before you decide whether to invest in the Fund, carefully consider these risk factors and special considerations associated with investing in the Fund, which may cause investors to lose money. The Funds invest in foreign securities which involve political, economic and currency risks, greater volatility, and differences in accounting methods. These risks are greater for investments in emerging markets. Investments related to gold are considered speculative and are affected by a variety of worldwide economic, financial, and political factors. The price of gold may fluctuate sharply over short periods of time.

Europac International Bond Fund

EPBIX (I Share)

The investment objective of the EuroPac International Bond Fund (the “Fund”) is to seek current income and capital appreciation. The Fund seeks to achieve this objective by selectively choosing foreign bonds of issuers in Europe and the Pacific Rim with exposure to a balanced basket of currencies that the Fund believes have the greatest potential for long-term appreciation versus the US Dollar.
Europac International Bond Fund (EPBIX) received a 4-Star Overall Morningstar Rating™
Fund holdings and sector allocations are subject to change and should not be considered a recommendation to buy or sell any security. Before you decide whether to invest in the Fund, carefully consider these risk factors and special considerations associated with investing in the Fund, which may cause investors to lose money. The Funds invest in foreign securities which involve political, economic and currency risks, greater volatility, and differences in accounting methods. These risks are greater for investments in emerging markets. Investments related to gold are considered speculative and are affected by a variety of worldwide economic, financial, and political factors. The price of gold may fluctuate sharply over short periods of time.

Europac Gold Fund

EPGIX (I Share)

The investment objective of the EuroPac Gold Fund (the “Fund”) is to seek long-term capital appreciation. To achieve this objective, the Fund invests in precious metals, precious metal producers and precious metal exploration and prospecting companies. While the Fund may invest in different types of precious metals, 80% or more of net assets will be invested in gold.
Europac Gold Fund (EPGIX) received a 3-Star Overall Morningstar Rating™
Fund holdings and sector allocations are subject to change and should not be considered a recommendation to buy or sell any security. Before you decide whether to invest in the Fund, carefully consider these risk factors and special considerations associated with investing in the Fund, which may cause investors to lose money. The Funds invest in foreign securities which involve political, economic and currency risks, greater volatility, and differences in accounting methods. These risks are greater for investments in emerging markets. Investments related to gold are considered speculative and are affected by a variety of worldwide economic, financial, and political factors. The price of gold may fluctuate sharply over short periods of time.

EP Emerging Markets Fund

EPEIX (I Share)

The investment objective of the EP Emerging Markets Fund (the “Fund”) is to seek long term capital appreciation. The Fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in equity securities of companies that are tied economically to emerging market countries. The Fund defines emerging market countries as those that are, at the time of investment, included in Morgan Stanley Capital International (MSCI) Emerging Markets Index.
EP Emerging Markets Fund (EPEIX) received a 2-Star Overall Morningstar Rating™
Fund holdings and sector allocations are subject to change and should not be considered a recommendation to buy or sell any security. Before you decide whether to invest in the Fund, carefully consider these risk factors and special considerations associated with investing in the Fund, which may cause investors to lose money. The Funds invest in foreign securities which involve political, economic and currency risks, greater volatility, and differences in accounting methods. These risks are greater for investments in emerging markets. Investments related to gold are considered speculative and are affected by a variety of worldwide economic, financial, and political factors. The price of gold may fluctuate sharply over short periods of time.

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