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EuroPac International Dividend Income Fund (EPDIX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

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 but the advisor intends to invest a majority of the fund's assets in common stocks of mid-cap and large cap companies that the advisor considers to be value oriented and dividend paying companies.

Looking to diversify beyond EPDIX? The mutual funds below have the lowest correlation with EPDIX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from EPDIX.

Best Diversifiers for EPDIX

0 mutual funds have low correlation with EPDIX (below 0.3), 0 of which are negatively correlated. The least correlated is Pear Tree Polaris Foreign Value Fund (QFVOX) (Foreign Large Cap Equities) with a 1Y correlation of 0.46, down from 0.63 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
QFVOX
Pear Tree Polaris Foreign Value Fund0.460.580.63
78
Foreign Large Cap EquitiesEPDIX vs QFVOX
SSHQX
State Street Hedged International Developed Equity...0.470.480.54
72
Foreign Large Cap EquitiesEPDIX vs SSHQX
THOIX
Thornburg Global Opportunities Fund0.560.580.64
91
Foreign Large Cap EquitiesEPDIX vs THOIX
TIVFX
American Beacon Tocqueville International Value Fu...0.570.570.65
93
Foreign Large Cap EquitiesEPDIX vs TIVFX
WLIVX
WCM Focused International Value Fund0.580.600.65
59
Foreign Large Cap EquitiesEPDIX vs WLIVX
See all 111 diversifiers for EPDIX

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