Eventide Funds Fund Family Report
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  • Performance
    01-31-18

    Total ReturnCategory Average
    Total Return19.510.37-1.6934.636.00
    Category Average9.520.362.9323.995.69
    Assets for Each Yr*1.142.291.652.142.32
    *billions

    Trailing Returns %
    01-31-18

      YTD 3 Year 5 Year    
    Fund Family 6.00 12.43 19.47

    Key Stats
    01-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,315 mil $1,000 30.44 69.56
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 72.65 1.56 Above Avg
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-21-18

      Sector YTD Return % % Net Assets  
    bluebird bio Inc* Healthcare 16.45 3.30
    XPO Logistics Inc* Industrials 2.62 3.15
    Macquarie Infrastructure Corp* Industrials -0.90 3.14
    Lowe's Companies Inc* Consumer Cyclical 3.02 2.41
    Wayfair Inc Class A* Consumer Cyclical 19.21 2.39
    Loxo Oncology Inc* Healthcare 27.92 2.34
    AbbVie Inc* Healthcare 22.66 2.23
    Celgene Corp* Healthcare -10.03 2.19
    Steel Dynamics Inc* Basic Materials 11.62 1.87
    Lam Research Corp* Technology 2.80 1.77
    Crown Castle International Corp* RealEstate -3.80 1.70
    NextEra Energy Partners LP* Utilities -9.36 1.63
    Splunk Inc* Technology 12.08 1.57
    AveXis Inc* Healthcare 5.45 1.54
    Seattle Genetics Inc* Healthcare 1.14 1.50
    Waste Connections Inc* Industrials -0.87 1.49
    Masonite International Corp* Basic Materials -10.92 1.46
    Lear Corp* Consumer Cyclical 8.42 1.44
    Snap-on Inc* Industrials -9.31 1.39
    The Trade Desk Inc A* Technology 8.92 1.35

    Best 5-Year Relative Performance | More
    02-21-18

    Fund Name 5-Yr Rank Analyst Report  
    Eventide Gilead N 1 03-09-17
    Eventide Healthcare & Life S 1 10-03-17

    Worst 5-Year Relative Performance | More
    02-21-18

    Fund Name 5-Yr Rank Analyst Report  
    Eventide Gilead N 1 03-09-17
    Eventide Healthcare & Life S 1 10-03-17

    Lowest Expenses | More
    02-21-18

    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 03-09-17

    Highest Expenses | More
    02-21-18

    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
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Gilead N Finny Kuruvilla 8.50
    Eventide Healthcare Finny Kuruvilla 5.20
    Eventide Multi-Asset David M. Dirk 2.60

    Shortest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Multi-Asset David M. Dirk 2.60
    Eventide Healthcare Finny Kuruvilla 5.20
    Eventide Gilead N Finny Kuruvilla 8.50