Eventide Funds Mutual Fund Family Data Pages

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Performance
11-30-17

Total ReturnCategory Average
Total Return 53.7 19.5 0.4 -1.7 30.1
Category Average 35.5 9.5 0.4 2.9 23.4
Assets for Each Yr* 0.4 1.1 2.3 1.6 2.1
*billions

Trailing Returns %
11-30-17

  YTD 3 Year 5 Year    
Fund Family 30.12 9.91 18.83

Key Stats
11-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
2,051 $1,000 31.4 68.6
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.9 74.18 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 7.9
Stocks 79.7
Bonds 8.5
Other 3.9
Annual Turnover % 27
% Assets in Top 10 24.8
 
Sector Breakdown (% of stocks) 
Sensitive 32.1
Communication Services 1.7
Energy 0.1
Industrials 9.9
Technology 20.4
Cyclical 18.8
Basic Materials 3.3
Consumer Cyclical 13.7
Financial Services 0.2
Real Estate 1.5
Defensive 49.1
Consumer Defensives 2.0
Healthcare 41.4
Utilities 5.7

Top 20 US Holdings | Get Price Quotes
YTD Return through 12-08-17

  Sector YTD Return % % Net Assets  
  bluebird bio Inc Healthcare 177.39 3.30
  XPO Logistics Inc* Industrials 79.03 3.15
  Macquarie Infrastructure Corp Industrials -13.34 3.14
  Lowe's Companies Inc* Consumer Cyclical 22.50 2.41
  Wayfair Inc Class A* Consumer Cyclical 110.98 2.39
  Loxo Oncology Inc Healthcare 158.91 2.34
  AbbVie Inc* Healthcare 57.31 2.23
  Celgene Corp* Healthcare -8.35 2.19
  Steel Dynamics Inc* Basic Materials 15.70 1.87
  Lam Research Corp* Technology 78.10 1.77
  Crown Castle International Corp* Communication Services 29.48 1.70
  NextEra Energy Partners LP Utilities 62.80 1.63
  Splunk Inc* Technology 57.22 1.57
  AveXis Inc Healthcare 109.16 1.54
  Seattle Genetics Inc* Healthcare 12.30 1.50
  Waste Connections Inc* Industrials 32.00 1.49
  Masonite International Corp Basic Materials 8.36 1.46
  Lear Corp* Consumer Cyclical 35.28 1.44
  Snap-on Inc* Industrials 2.26 1.39
  The Trade Desk Inc A Technology 63.53 1.35
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Best 5-Year Relative Performance | More
12-08-17

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

Worst 5-Year Relative Performance | More
12-08-17

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

Lowest Expenses | More
12-08-17

Highest Expenses | More
12-08-17

Longest Manager Tenure | More
12-08-17

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
12-08-17

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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