Eventide Funds Fund Family Report
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  • Performance
    05-31-18

    Total ReturnCategory Average
    Total Return19.510.37-1.6934.6311.60
    Category Average9.520.362.9323.985.70
    Assets for Each Yr*1.142.291.652.142.61
    *billions

    Trailing Returns %
    05-31-18

      YTD 3 Year 5 Year    
    Fund Family 11.60 9.05 16.95

    Key Stats
    05-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,606 mil $1,000 27.09 72.91
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 70.85 1.56 Above Avg
    International Stock -- 0.46 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-22-18

      Sector YTD Return % % Net Assets  
    XPO Logistics Inc* Industrials 18.75 3.33
    Lowe's Companies Inc* Consumer Cyclical 6.56 2.06
    Lam Research Corp* Technology -4.22 1.91
    Macquarie Infrastructure Corp* Industrials -29.81 1.58
    Lear Corp* Consumer Cyclical 11.57 1.42
    WABCO Holdings Inc* Consumer Cyclical -16.06 1.42
    Crown Castle International Corp* RealEstate -4.78 1.39
    Steel Dynamics Inc* Basic Materials 11.49 1.38
    Celgene Corp* Healthcare -24.49 1.34
    Seattle Genetics Inc* Healthcare 24.95 1.21
    Integrated Device Technology Inc* Technology 14.19 1.05
    GTT Communications Inc* Communication Services 4.79 1.04
    Snap-on Inc* Industrials -7.45 1.01
    Lennox International Inc* Industrials -3.75 1.00
    Ellie Mae Inc* Technology 22.79 0.92
    Acceleron Pharma Inc* Healthcare -11.95 0.86
    8point3 Energy Partners LP A* Utilities -16.50 0.78
    Sarepta Therapeutics Inc* Healthcare 152.21 0.70
    Aptiv PLC* Consumer Cyclical 13.97 0.69
    Inphi Corp* Technology -5.85 0.69

    Best 5-Year Relative Performance | More
    06-22-18

    Fund Name 5-Yr Rank Analyst Report  
    Eventide Healthcare & Life S 1 10-03-17
    Eventide Gilead N 4 03-06-18

    Worst 5-Year Relative Performance | More
    06-22-18

    Fund Name 5-Yr Rank Analyst Report  
    Eventide Gilead N 4 03-06-18
    Eventide Healthcare & Life S 1 10-03-17

    Lowest Expenses | More
    06-22-18

    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 03-06-18

    Highest Expenses | More
    06-22-18

    Fund Name Expense Ratio Analyst Report  
    Eventide Gilead N 1.40 03-06-18
    Eventide Healthcare & Life S 1.34 10-03-17
    Eventide Multi-Asset Income 0.95 --

    Longest Manager Tenure | More
    06-22-18

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Gilead N Finny Kuruvilla 8.80
    Eventide Healthcare Finny Kuruvilla 5.50
    Eventide Multi-Asset David M. Dirk 2.90
    Eventide Global Div Martin A. Wildy 0.70

    Shortest Manager Tenure | More
    06-22-18

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Global Div Martin A. Wildy 0.70
    Eventide Multi-Asset David M. Dirk 2.90
    Eventide Healthcare Finny Kuruvilla 5.50
    Eventide Gilead N Finny Kuruvilla 8.80