Eventide Funds Fund Family Report
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  • Performance
    09-30-18

    Total ReturnCategory Average
    Total Return--------19.93
    Category Average9.520.362.9323.9814.38
    Assets for Each Yr*1.142.291.652.143.18
    *billions

    Trailing Returns %
    09-30-18

      YTD 3 Year 5 Year    
    Fund Family 19.93 19.33 14.34

    Key Stats
    09-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,175 mil $1,000 24.22 75.78
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 67.08 1.55 Above Avg
    International Stock -- 0.37 1.31 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-18-18

      Sector YTD Return % % Net Assets  
    XPO Logistics Inc* Industrials 8.35 2.83
    Wayfair Inc Class A* Consumer Cyclical 44.51 2.66
    Lowe's Companies Inc* Consumer Cyclical 13.55 1.93
    Aimmune Therapeutics Inc* Healthcare -33.50 1.56
    Macquarie Infrastructure Corp* Industrials -28.32 1.56
    bluebird bio Inc* Healthcare -28.96 1.56
    Palo Alto Networks Inc* Technology 40.18 1.53
    Vertex Pharmaceuticals Inc* Healthcare 17.25 1.48
    Lam Research Corp* Technology -23.77 1.41
    Varonis Systems Inc* Technology 23.63 1.36
    KAR Auction Services Inc* Consumer Cyclical 13.07 1.20
    Crown Castle International Corp* RealEstate -2.32 1.18
    Five9 Inc* Technology 48.59 1.11
    Integrated Device Technology Inc* Technology 56.44 0.94
    JELD-WEN Holding Inc* Basic Materials -45.42 0.72
    Veracyte Inc* Healthcare 56.36 0.71
    Immunomedics Inc* Healthcare 27.54 0.59
    Neurocrine Biosciences Inc* Healthcare 39.30 0.55
    Vulcan Materials Co* Basic Materials -21.16 0.51
    Madrigal Pharmaceuticals Inc* Healthcare 104.44 0.46

    Best 5-Year Relative Performance | More
    10-18-18

    Fund Name 5-Yr Rank Analyst Report  
    Eventide Healthcare & Life S 7 09-27-18
    Eventide Gilead N 22 03-06-18

    Worst 5-Year Relative Performance | More
    10-18-18

    Fund Name 5-Yr Rank Analyst Report  
    Eventide Gilead N 22 03-06-18
    Eventide Healthcare & Life S 7 09-27-18

    Lowest Expenses | More
    10-18-18

    Highest Expenses | More
    10-18-18

    Longest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Gilead N Finny Kuruvilla 9.10
    Eventide Healthcare Finny Kuruvilla 5.80
    Eventide Multi-Asset David M. Dirk 3.30
    Eventide Global Div Martin A. Wildy 1.10

    Shortest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Global Div Martin A. Wildy 1.10
    Eventide Multi-Asset David M. Dirk 3.30
    Eventide Healthcare Finny Kuruvilla 5.80
    Eventide Gilead N Finny Kuruvilla 9.10