Eventide Funds Fund Family Report
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  • Performance
    07-31-18

    Total ReturnCategory Average
    Total Return19.510.37-1.6934.6312.02
    Category Average9.520.362.9323.989.09
    Assets for Each Yr*1.142.291.652.142.80
    *billions

    Trailing Returns %
    07-31-18

      YTD 3 Year 5 Year    
    Fund Family 12.02 9.66 14.99

    Key Stats
    07-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,800 mil $1,000 25.53 74.47
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 69.10 1.56 Above Avg
    International Stock -- 0.40 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-17-18

      Sector YTD Return % % Net Assets  
    Aimmune Therapeutics Inc* Healthcare -26.04 2.07
    Lowe's Companies Inc* Consumer Cyclical 6.82 2.06
    bluebird bio Inc* Healthcare -11.29 1.97
    Lam Research Corp* Technology -6.82 1.91
    AbbVie Inc* Healthcare 4.89 1.76
    Sage Therapeutics Inc* Healthcare -7.67 1.67
    Vertex Pharmaceuticals Inc* Healthcare 17.50 1.64
    Macquarie Infrastructure Corp* Industrials -23.21 1.58
    HubSpot Inc* Technology 42.19 1.57
    Crown Castle International Corp* RealEstate 4.46 1.39
    Steel Dynamics Inc* Basic Materials 2.26 1.38
    KAR Auction Services Inc* Consumer Cyclical 25.88 1.37
    Celgene Corp* Healthcare -13.41 1.34
    Seattle Genetics Inc* Healthcare 39.51 1.21
    Loxo Oncology Inc* Healthcare 88.10 1.10
    Integrated Device Technology Inc* Technology 20.92 1.05
    GTT Communications Inc* Communication Services -17.04 1.04
    Arrow Electronics Inc* Technology -2.98 0.94
    JELD-WEN Holding Inc* Basic Materials -33.45 0.82
    Palo Alto Networks Inc* Technology 47.02 0.78

    Best 5-Year Relative Performance | More
    08-17-18

    Fund Name 5-Yr Rank Analyst Report  
    Eventide Healthcare & Life S 7 10-03-17
    Eventide Gilead N 13 03-06-18

    Worst 5-Year Relative Performance | More
    08-17-18

    Fund Name 5-Yr Rank Analyst Report  
    Eventide Gilead N 13 03-06-18
    Eventide Healthcare & Life S 7 10-03-17

    Lowest Expenses | More
    08-17-18

    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
    08-17-18

    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
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Gilead N Finny Kuruvilla 9.00
    Eventide Healthcare Finny Kuruvilla 5.60
    Eventide Multi-Asset David M. Dirk 3.10
    Eventide Global Div Martin A. Wildy 0.90

    Shortest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Global Div Martin A. Wildy 0.90
    Eventide Multi-Asset David M. Dirk 3.10
    Eventide Healthcare Finny Kuruvilla 5.60
    Eventide Gilead N Finny Kuruvilla 9.00