EPBIX Mutual Fund

EPBIX Mutual Fund

NAV$9.10
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Fund Essentials - as of Oct 31, 2025

Net Assets
$46M
Expense Ratio
0.92%
Dividend Yield (Current)
5.38%
Holdings
64
Inception Date
Jul 16, 2013
Fund Family
Elements Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+0.53%
1 Year+4.86%
3 Year+3.88%
5 Year+1.97%
10 Year+2.07%

Asset Allocation

Stocks: 2.64%
Bonds: 89.33%
Cash: 7.93%
Other: 0.10%
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Top Holdings

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TickerNameWeight
TOIXXFederated Treasury Obligations Money Market Fund, Institutional Shares, 1.50% (b)6.18%
-Dell International Llc / Emc Corp 5.752/01/20334.66%
-Colombia Government International Bond 0.0985 6/28/20274.17%
-French Republic 0.0275% 2027/10/253.97%
PHILIP 6.25 01/14/36Philippine Government Internat Sr Unsecured 01/36 6.253.96%
Top 10 Concentration: 39.05%Report Date: Oct 31, 2025
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Dividend Summary

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Dividend Yield (Current)
5.38%
Frequency
Monthly
Latest Distribution
$0.08
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

EPBIX Mutual Fund Overview

EPBIX Mutual Fund (EuroPac International Bond Fund Class I) is managed by Elements Funds with $46.3M in net assets. EPBIX expense ratio is 0.92%, holding 64 positions across sectors including Financials, Industrials. Inception date: 2013-07-16.

EPBIX performance shows a YTD return of 0.53%. The 1-year return is 4.86% and the 5-year return is 1.97%. EPBIX dividend yield stands at 5.38%, paid monthly.

EPBIX top holdings include Federated Treasury Obligations Money Market Fund, Institutional Shares, 1.50% (b) (6.2%), Dell International Llc / Emc Corp 5.752/01/2033 (4.7%), Colombia Government International Bond 0.0985 6/28/2027 (4.2%), French Republic 0.0275% 2027/10/25 (4.0%), Philippine Government Internat Sr Unsecured 01/36 6.25 (4.0%). Go to all EPBIX holdings, EPBIX sectors, or EPBIX dividends.

EPBIX can be compared against other funds. Use EPBIX overlap to find shared positions, or EPBIX vs another fund for a side-by-side view. EPBIX alternatives are available via the screener, along with tax-loss harvesting opportunities.