Eventide Funds Mutual Fund Family Data Pages

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Performance
04-30-18

Total ReturnCategory Average
Total Return 19.5 0.4 -1.7 34.6 3.0
Category Average 9.5 0.4 2.9 24.0 1.5
Assets for Each Yr* 1.1 2.3 1.6 2.1 2.3
*billions

Trailing Returns %
04-30-18

  YTD 3 Year 5 Year    
Fund Family 2.98 8.70 16.45

Key Stats
04-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
2,347 $1,000 29.2 70.8
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.2 70.99 1.56 Above Avg
International Stock --- 0.41 --- ---
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 10.8
Stocks 78.9
Bonds 6.4
Other 3.9
Annual Turnover % 27
% Assets in Top 10 22.8
 
Sector Breakdown (% of stocks) 
Sensitive 30.4
Communication Services 0.1
Energy 0.1
Industrials 11.1
Technology 19.1
Cyclical 21.9
Basic Materials 4.4
Consumer Cyclical 14.0
Financial Services 0.3
Real Estate 3.2
Defensive 47.7
Consumer Defensives 1.6
Healthcare 40.5
Utilities 5.5

Top 20 US Holdings | Get Price Quotes
YTD Return through 05-18-18

  Sector YTD Return % % Net Assets  
  XPO Logistics Inc* Industrials 18.35 3.35
  Lowe's Companies Inc* Consumer Cyclical -6.22 2.44
  Wayfair Inc Class A* Consumer Cyclical 6.79 2.33
  bluebird bio Inc Healthcare 3.14 2.30
  Macquarie Infrastructure Corp Industrials -38.54 2.20
  Aimmune Therapeutics Inc Healthcare -17.24 2.15
  AbbVie Inc* Healthcare 11.31 2.01
  Lam Research Corp* Technology 6.48 1.94
  Collegium Pharmaceutical Inc Healthcare 39.33 1.89
  Steel Dynamics Inc* Basic Materials 18.36 1.75
  WABCO Holdings Inc Consumer Cyclical -9.11 1.70
  NextEra Energy Partners LP Utilities 2.26 1.57
  Crown Castle International Corp* RealEstate -6.96 1.57
  Lear Corp* Consumer Cyclical 14.60 1.51
  The Trade Desk Inc A Technology 87.25 1.46
  KAR Auction Services Inc Consumer Cyclical 7.21 1.43
  Sage Therapeutics Inc Healthcare -0.27 1.41
  Snap-on Inc* Industrials -12.81 1.33
  Celgene Corp* Healthcare -24.90 1.33
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Best 5-Year Relative Performance | More
05-18-18

Worst 5-Year Relative Performance | More
05-18-18

Lowest Expenses | More
05-18-18

Highest Expenses | More
05-18-18

Longest Manager Tenure | More
05-18-18

Fund Name Manager Name Average Manager Tenure
Eventide Gilead N Finny Kuruvilla 9
Eventide Healthcare & Life Sciences I Finny Kuruvilla 5
Eventide Multi-Asset Income I David M. Dirk 3
Eventide Global Div Opportunities I Martin A. Wildy 1

Shortest Manager Tenure | More
05-18-18

Fund Name Manager Name Average Manager Tenure
Eventide Global Div Opportunities I Martin A. Wildy 1
Eventide Multi-Asset Income I David M. Dirk 3
Eventide Healthcare & Life Sciences I Finny Kuruvilla 5
Eventide Gilead N Finny Kuruvilla 9
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