Eventide Funds Fund Family Report
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  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return0.46-1.6334.17-2.3825.45
    Category Average0.402.9323.63-4.9119.45
    Assets for Each Yr*2.321.672.172.573.70
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 25.45 18.98 12.09

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,703 mil $1,000 20.71 79.29
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 69.27 1.55 Above Avg
    International Stock -- 0.50 1.31 Average
    Municipal Bond -- -- -- --
    Taxable Bond 3.0 0.56 1.16 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Gilead N Finny Kuruvilla 11.20
    Eventide Healthcare Finny Kuruvilla 6.70
    Eventide Limited-Ter J. Joseph Veranth 5.80
    Eventide Multi-Asset David M. Dirk 2.30
    Eventide Global Div Dolores Bamford 0.40

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Global Div Dolores Bamford 0.40
    Eventide Multi-Asset David M. Dirk 2.30
    Eventide Limited-Ter J. Joseph Veranth 5.80
    Eventide Healthcare Finny Kuruvilla 6.70
    Eventide Gilead N Finny Kuruvilla 11.20