Eventide Funds Mutual Fund Family Data Pages

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Performance
10-31-18

Total ReturnCategory Average
Total Return 19.5 0.4 -1.7 34.6 7.0
Category Average 9.5 0.4 2.9 24.0 2.8
Assets for Each Yr* 1.1 2.3 1.6 2.1 2.9
*billions

Trailing Returns %
10-31-18

  YTD 3 Year 5 Year    
Fund Family 6.98 12.60 11.75

Key Stats
10-31-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
2,856 $1,000 23.9 76.1
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.8 67.65 1.55 Above Avg
International Stock --- 0.39 1.31 Average
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 8.6
Stocks 81.7
Bonds 6.1
Other 3.6
Annual Turnover % 30
% Assets in Top 10 17.4
 
Sector Breakdown (% of stocks) 
Sensitive 31.8
Communication Services 0.8
Energy 0.1
Industrials 9.9
Technology 20.9
Cyclical 18.4
Basic Materials 3.3
Consumer Cyclical 12.1
Financial Services 0.3
Real Estate 2.7
Defensive 49.8
Consumer Defensives 1.6
Healthcare 44.6
Utilities 3.7

Top 20 US Holdings | Get Price Quotes
YTD Return through 11-14-18

  Sector YTD Return % % Net Assets  
  Wayfair Inc Class A* Consumer Cyclical 9.44 2.66
  Lowe's Companies Inc* Consumer Cyclical 4.03 1.93
  Collegium Pharmaceutical Inc Healthcare -5.74 1.89
  Sarepta Therapeutics Inc Healthcare 101.28 1.78
  Splunk Inc* Technology 18.01 1.61
  bluebird bio Inc Healthcare -34.59 1.56
  Aimmune Therapeutics Inc Healthcare -23.56 1.56
  Palo Alto Networks Inc* Technology 21.97 1.53
  Loxo Oncology Inc Healthcare 70.37 1.42
  Lam Research Corp* Technology -20.99 1.41
  NextEra Energy Partners LP Utilities 7.24 1.35
  Steel Dynamics Inc* Basic Materials -7.72 1.24
  Lear Corp* Consumer Cyclical -20.45 1.22
  The Trade Desk Inc A Technology 154.78 1.21
  KAR Auction Services Inc Consumer Cyclical 14.45 1.20
  Crown Castle International Corp* RealEstate 2.20 1.18
  Five9 Inc Technology 66.44 1.11
  Magenta Therapeutics Inc Healthcare 1.06
  Ellie Mae Inc Technology -27.33 0.90
  Avrobio Healthcare 0.89
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Best 5-Year Relative Performance | More
11-14-18

Worst 5-Year Relative Performance | More
11-14-18

Lowest Expenses | More
11-14-18

Highest Expenses | More
11-14-18

Longest Manager Tenure | More
11-14-18

Fund Name Manager Name Average Manager Tenure
Eventide Gilead N Finny Kuruvilla 10
Eventide Healthcare & Life Sciences I Finny Kuruvilla 6
Eventide Multi-Asset Income I David M. Dirk 3
Eventide Global Div Opportunities I Martin A. Wildy 1

Shortest Manager Tenure | More
11-14-18

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 6
Eventide Gilead N Finny Kuruvilla 10
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