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EuroPac International Dividend Income Fund (EPDIX) Diversifiers

Mutual Fund · Currency in USD · Last updated Aug 1, 2026
Documentation

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 historically moved differently from EPDIX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.

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 Federated Hermes International Strategic Value Dividend Fund (IVFIX) (Foreign Large Cap Equities) with a 1Y correlation of 0.50, down from 0.73 over 5 years.

How candidates are selected
SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
IVFIX
Federated Hermes International Strategic Value Div...0.500.640.73
88
Foreign Large Cap EquitiesEPDIX vs IVFIX
QFVOX
Pear Tree Polaris Foreign Value Fund0.500.580.64
88
Foreign Large Cap EquitiesEPDIX vs QFVOX
TBGVX
Tweedy, Browne International Value Fund0.510.590.65
80
Foreign Large Cap EquitiesEPDIX vs TBGVX
GSINX
Goldman Sachs GQG Partners International Opportuni...0.520.570.69
61
Foreign Large Cap EquitiesEPDIX vs GSINX
GSIMX
Goldman Sachs GQG Partners International Opportuni...0.520.570.69
61
Foreign Large Cap EquitiesEPDIX vs GSIMX
See all 244 diversifiers for EPDIX

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