Eventide Funds Fund Family Report
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  • Performance
    06-30-19

    Total ReturnCategory Average
    Total Return0.46-1.6334.17-2.3831.66
    Category Average0.402.9323.63-4.9121.28
    Assets for Each Yr*2.321.672.172.573.88
    *billions

    Trailing Returns %
    06-30-19

      YTD 3 Year 5 Year    
    Fund Family 31.66 23.58 13.08

    Key Stats
    06-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,882 mil $1,000 20.52 79.48
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 68.30 1.55 Above Avg
    International Stock -- 0.43 1.31 Average
    Municipal Bond -- -- -- --
    Taxable Bond 3.0 0.49 1.13 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-12-19

      Sector YTD Return % % Net Assets  
    Ascendis Pharma A/S ADR* Healthcare 79.84 5.74
    Sage Therapeutics Inc* Healthcare 98.31 3.67
    Lowe's Companies Inc* Consumer Cyclical 17.32 1.77
    Splunk Inc* Technology 30.49 1.53
    Lam Research Corp* Technology 42.06 1.17
    Crown Castle International Corp* RealEstate 24.06 1.10
    Lennox International Inc* Industrials 32.91 1.09
    NextEra Energy Partners LP* Utilities 18.58 1.06
    Mettler-Toledo International Inc* Healthcare 47.71 1.00
    uniQure NV* Healthcare 144.00 0.92
    Xylem Inc* Industrials 24.37 0.90
    Vulcan Materials Co* Basic Materials 38.07 0.88
    Paycom Software Inc* Technology 98.97 0.77
    Steel Dynamics Inc* Basic Materials 1.83 0.76
    Varonis Systems Inc* Technology 25.50 0.72
    Instructure Inc* Technology 15.57 0.70
    Neurocrine Biosciences Inc* Healthcare 20.01 0.68
    MyoKardia Inc* Healthcare 3.97 0.65
    Cintas Corp* Industrials 44.32 0.64
    Amicus Therapeutics Inc* Healthcare 29.44 0.63

    Best 5-Year Relative Performance | More
    07-12-19

    Worst 5-Year Relative Performance | More
    07-12-19

    Lowest Expenses | More
    07-12-19

    Highest Expenses | More
    07-12-19

    Longest Manager Tenure | More
    07-12-19

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Gilead N Finny Kuruvilla 11.00
    Eventide Healthcare Finny Kuruvilla 6.50
    Eventide Limited-Ter J. Joseph Veranth 5.60
    Eventide Multi-Asset David M. Dirk 2.10
    Eventide Global Div Dolores Bamford 0.20

    Shortest Manager Tenure | More
    07-12-19

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Global Div Dolores Bamford 0.20
    Eventide Multi-Asset David M. Dirk 2.10
    Eventide Limited-Ter J. Joseph Veranth 5.60
    Eventide Healthcare Finny Kuruvilla 6.50
    Eventide Gilead N Finny Kuruvilla 11.00