Eventide Funds Fund Family Report
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  • Performance
    11-30-17

    Total ReturnCategory Average
    Total Return53.7119.510.37-1.6930.12
    Category Average35.539.520.362.9323.39
    Assets for Each Yr*0.361.142.291.652.05
    *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 mil $1,000 31.42 68.58
    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.

    Top 20 US Holdings | Get Price Quotes
    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

    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

    Fund Name Expense Ratio Analyst Report  
    Eventide Multi-Asset Income 0.95 --
    Eventide Healthcare & Life S 1.34 10-03-17
    Eventide Gilead N 1.40 03-09-17

    Highest Expenses | More
    12-08-17

    Fund Name Expense Ratio Analyst Report  
    Eventide Gilead N 1.40 03-09-17
    Eventide Healthcare & Life S 1.34 10-03-17
    Eventide Multi-Asset Income 0.95 --

    Longest Manager Tenure | More
    12-08-17

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Gilead N Finny Kuruvilla 8.30
    Eventide Healthcare Finny Kuruvilla 5.00
    Eventide Multi-Asset David M. Dirk 2.40

    Shortest Manager Tenure | More
    12-08-17

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Multi-Asset David M. Dirk 2.40
    Eventide Healthcare Finny Kuruvilla 5.00
    Eventide Gilead N Finny Kuruvilla 8.30