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EuroPac International Value Fund (EPIVX) Diversifiers

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

Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks of companies located in Europe or the Pacific Rim. The fund's advisor considers a country to be part of Europe if it is included in one of the MSCI European indexes and part of the Pacific Rim if any of its borders touches the Pacific Ocean. The fund will invest in large-, mid-, and small-capitalization companies that are considered by the fund's advisor to be value oriented and dividend paying companies.

Looking to diversify beyond EPIVX? The mutual funds below have historically moved differently from EPIVX, 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 EPIVX

0 mutual funds have low correlation with EPIVX (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 0.44, down from 0.69 over 5 years.

How candidates are selected
SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
IVFIX
Federated Hermes International Strategic Value Div...0.440.580.69
88
Foreign Large Cap EquitiesEPIVX vs IVFIX
GSIMX
Goldman Sachs GQG Partners International Opportuni...0.450.550.67
61
Foreign Large Cap EquitiesEPIVX vs GSIMX
GSINX
Goldman Sachs GQG Partners International Opportuni...0.450.550.67
61
Foreign Large Cap EquitiesEPIVX vs GSINX
TIVFX
American Beacon Tocqueville International Value Fu...0.490.540.64
52
Foreign Large Cap EquitiesEPIVX vs TIVFX
FISZX
Fidelity SAI International SMA Completion Fund0.490.580.64
66
Foreign Large Cap EquitiesEPIVX vs FISZX
See all 32 diversifiers for EPIVX

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Low-Correlation Stock Ideas

The table shows companies with at least $1B in market capitalization, historical correlation data for EPIVX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Berkshire Hathaway Inc. (BRK-B) (Financial Services) with a 1Y correlation of 0.09, down from 0.35 over 5 years.

How candidates are selected
SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
BRK-B
Berkshire Hathaway Inc.0.090.220.35
61
Financial Services
NEM
Newmont Corporation0.820.760.69
74
Basic Materials

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