Eventide Funds Fund Family Report
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  • Performance
    01-31-19

    Total ReturnCategory Average
    Total Return0.46-1.6334.17-2.3813.68
    Category Average0.402.9323.63-4.9110.07
    Assets for Each Yr*2.321.672.172.572.96
    *billions

    Trailing Returns %
    01-31-19

      YTD 3 Year 5 Year    
    Fund Family 13.68 19.67 10.97

    Key Stats
    01-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,959 mil $1,000 23.58 76.42
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 69.04 1.55 Above Avg
    International Stock -- 0.42 1.31 Average
    Municipal Bond -- -- -- --
    Taxable Bond 4.0 0.62 1.13 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-19-19

      Sector YTD Return % % Net Assets  
    Ascendis Pharma A/S ADR* Healthcare 13.66 3.39
    XPO Logistics Inc* Industrials -4.21 2.79
    Sage Therapeutics Inc* Healthcare 59.67 2.16
    Vertex Pharmaceuticals Inc* Healthcare 12.76 1.87
    Varonis Systems Inc* Technology 2.16 1.65
    HubSpot Inc* Technology 31.73 1.64
    NextEra Energy Partners LP* Utilities 0.01 1.20
    KAR Auction Services Inc* Consumer Cyclical 12.85 1.13
    Steel Dynamics Inc* Basic Materials 24.03 1.06
    WABCO Holdings Inc* Consumer Cyclical 7.98 0.93
    Instructure Inc* Technology 13.52 0.88
    Lennox International Inc* Industrials 12.71 0.80
    MyoKardia Inc* Healthcare -11.13 0.61
    Momenta Pharmaceuticals Inc* Healthcare 27.26 0.59
    Stemline Therapeutics Inc* Healthcare 21.58 0.56
    Arista Networks Inc* Technology 27.94 0.54
    Snap-on Inc* Industrials 9.53 0.52
    Hannon Armstrong Sustainable Inf* RealEstate 23.10 0.50
    Paycom Software Inc* Technology 46.64 0.46
    Voyager Therapeutics Inc* Healthcare 14.68 0.41

    Best 5-Year Relative Performance | More
    02-19-19

    Worst 5-Year Relative Performance | More
    02-19-19

    Lowest Expenses | More
    02-19-19

    Highest Expenses | More
    02-19-19

    Longest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Gilead N Finny Kuruvilla 10.60
    Eventide Healthcare Finny Kuruvilla 6.10
    Eventide Limited-Ter J. Joseph Veranth 5.30
    Eventide Multi-Asset David M. Dirk 3.60
    Eventide Global Div Martin A. Wildy 1.40

    Shortest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Global Div Martin A. Wildy 1.40
    Eventide Multi-Asset David M. Dirk 3.60
    Eventide Limited-Ter J. Joseph Veranth 5.30
    Eventide Healthcare Finny Kuruvilla 6.10
    Eventide Gilead N Finny Kuruvilla 10.60