EuroPac International Dividend Income Fund Class A (EPDPX)

Overview

The fund is designed to offer investors exposure to dividends generated by companies in Europe and the Pacific Rim. Operating within specific market conditions, the fund commits at least 80% of its net assets, adding any borrowings aimed for investment purposes, to equity securities. These securities are harvested from dividend-paying entities primarily situated outside the United States. This approach leverages international markets, providing a diversified investment platform focused on regions renowned for their robust corporate dividends. The emphasis on non-U.S. companies allows investors to participate in the growth and income potential outside the American economic sphere.

Products and Services

• Equity Securities Investment

  This service is centered on investing in equity securities of dividend-paying companies located in Europe or the Pacific Rim. By focusing on equity securities, the fund aims to capture the growth potential and income generation capabilities of established and emerging companies across these regions. The investment strategy is designed to seek out companies that not only offer consistent dividend payments but also possess the potential for capital appreciation.

• International Market Exposure

  Specializing in non-U.S. companies, the fund offers investors a gateway to diversify their portfolios beyond domestic markets. This exposure to international markets introduces a variety of sectors and economies, allowing investors to benefit from global economic growth and the opportunity to tap into regions with different business cycles and market dynamics than those found in the United States.

• All Capitalizations Investment

  The fund's inclusive strategy means it may invest in companies of all sizes, from small-cap to large-cap, based on the advisor’s assessment of attractive dividend-paying opportunities. This broad spectrum approach provides a balanced mix, aiming to harness the stability and experience of large-cap companies while also capturing the growth potential and agility of smaller firms.