Eventide Funds Mutual Fund Family Data Pages

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Performance
09-30-17

Total ReturnCategory Average
Total Return 53.7 19.5 0.4 -1.7 26.4
Category Average 35.5 9.5 0.4 2.9 18.4
Assets for Each Yr* 0.4 1.1 2.3 1.6 2.0
*billions

Trailing Returns %
09-30-17

  YTD 3 Year 5 Year    
Fund Family 26.42 11.86 19.01

Key Stats
09-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,963 $1,000 32.9 67.1
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 4.0 73.76 1.56 Above Avg
International Stock --- --- --- ---
Municipal Bond --- --- --- ---
Taxable Bond --- --- --- ---
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
0 0 0
0 0 1
0 0 0
Asset Allocation %
Cash 8.0
Stocks 80.5
Bonds 8.4
Other 3.1
Annual Turnover % 28
% Assets in Top 10 24.8
 
Sector Breakdown (% of stocks) 
Sensitive 33.0
Communication Services 1.9
Energy 0.1
Industrials 10.7
Technology 20.2
Cyclical 20.8
Basic Materials 4.7
Consumer Cyclical 14.1
Financial Services 0.4
Real Estate 1.6
Defensive 46.2
Consumer Defensives 2.5
Healthcare 37.4
Utilities 6.3

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-19-17

  Sector YTD Return % % Net Assets  
  bluebird bio Inc Healthcare 126.01 3.30
  XPO Logistics Inc* Industrials 52.34 3.15
  Macquarie Infrastructure Corp Industrials -7.87 3.14
  Lowe's Companies Inc* Consumer Cyclical 15.83 2.41
  Wayfair Inc Class A* Consumer Cyclical 91.58 2.39
  Loxo Oncology Inc Healthcare 164.77 2.34
  AbbVie Inc* Healthcare 58.16 2.23
  Celgene Corp* Healthcare 17.46 2.19
  Steel Dynamics Inc* Basic Materials 7.49 1.87
  Lam Research Corp* Technology 91.36 1.77
  Crown Castle International Corp* Communication Services 22.24 1.70
  NextEra Energy Partners LP Utilities 70.07 1.63
  Splunk Inc* Technology 24.30 1.57
  AveXis Inc Healthcare 110.60 1.54
  Seattle Genetics Inc* Healthcare 21.30 1.50
  Waste Connections Inc* Industrials 35.78 1.49
  Masonite International Corp Basic Materials 0.99 1.46
  Lear Corp* Consumer Cyclical 31.48 1.44
  Snap-on Inc* Industrials -7.56 1.39
  The Trade Desk Inc A Technology 128.55 1.35
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Best 5-Year Relative Performance | More
10-19-17

Fund Name 5-Yr Rank Analyst Report
Eventide Gilead N 2 03-09-17

Worst 5-Year Relative Performance | More
10-19-17

Fund Name 5-Yr Rank Analyst Report
Eventide Gilead N 2 03-09-17

Lowest Expenses | More
10-19-17

Highest Expenses | More
10-19-17

Longest Manager Tenure | More
10-19-17

Fund Name Manager Name Average Manager Tenure
Eventide Gilead N Finny Kuruvilla 8
Eventide Healthcare & Life Sciences I Finny Kuruvilla 5
Eventide Multi-Asset Income I David M. Dirk 2

Shortest Manager Tenure | More
10-19-17

Fund Name Manager Name Average Manager Tenure
Eventide Multi-Asset Income I David M. Dirk 2
Eventide Healthcare & Life Sciences I Finny Kuruvilla 5
Eventide Gilead N Finny Kuruvilla 8
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