Eventide Funds Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return19.510.37-1.6934.632.53
    Category Average9.520.362.9323.981.87
    Assets for Each Yr*1.142.291.652.142.31
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family 2.53 8.70 17.21

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,305 mil $1,000 29.57 70.43
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 71.87 1.56 Above Avg
    International Stock -- 0.36 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-20-18

      Sector YTD Return % % Net Assets  
    XPO Logistics Inc* Industrials 14.03 3.35
    Lowe's Companies Inc* Consumer Cyclical -9.59 2.44
    Wayfair Inc Class A* Consumer Cyclical -12.91 2.33
    bluebird bio Inc* Healthcare -4.27 2.30
    Macquarie Infrastructure Corp* Industrials -37.46 2.20
    AveXis Inc* Healthcare 86.57 2.17
    Aimmune Therapeutics Inc* Healthcare -16.37 2.15
    AbbVie Inc* Healthcare -2.52 2.01
    Lam Research Corp* Technology 4.53 1.94
    Collegium Pharmaceutical Inc* Healthcare 33.64 1.89
    Steel Dynamics Inc* Basic Materials 8.67 1.75
    WABCO Holdings Inc* Consumer Cyclical -6.68 1.70
    NextEra Energy Partners LP* Utilities -6.74 1.57
    Crown Castle International Corp* RealEstate -6.61 1.57
    Lear Corp* Consumer Cyclical 8.74 1.51
    The Trade Desk Inc A* Technology 18.37 1.46
    KAR Auction Services Inc* Consumer Cyclical 5.29 1.43
    Sage Therapeutics Inc* Healthcare -10.14 1.41
    Snap-on Inc* Industrials -15.28 1.33
    Celgene Corp* Healthcare -14.77 1.33

    Best 5-Year Relative Performance | More
    04-20-18

    Fund Name 5-Yr Rank Analyst Report  
    Eventide Healthcare & Life S 1 10-03-17
    Eventide Gilead N 3 03-06-18

    Worst 5-Year Relative Performance | More
    04-20-18

    Fund Name 5-Yr Rank Analyst Report  
    Eventide Gilead N 3 03-06-18
    Eventide Healthcare & Life S 1 10-03-17

    Lowest Expenses | More
    04-20-18

    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
    04-20-18

    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
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Gilead N Finny Kuruvilla 8.60
    Eventide Healthcare Finny Kuruvilla 5.30
    Eventide Multi-Asset David M. Dirk 2.80
    Eventide Global Div Martin A. Wildy 0.60

    Shortest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Global Div Martin A. Wildy 0.60
    Eventide Multi-Asset David M. Dirk 2.80
    Eventide Healthcare Finny Kuruvilla 5.30
    Eventide Gilead N Finny Kuruvilla 8.60