Eventide Funds Fund Family Report
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  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return53.7119.510.37-1.6926.42
    Category Average35.539.520.362.9318.36
    Assets for Each Yr*0.361.142.291.651.96
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 26.42 11.86 19.01

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,963 mil $1,000 32.91 67.09
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 73.76 1.56 Above Avg
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-20-17

      Sector YTD Return % % Net Assets  
    bluebird bio Inc* Healthcare 131.04 3.30
    XPO Logistics Inc* Industrials 56.65 3.15
    Macquarie Infrastructure Corp* Industrials -8.34 3.14
    Lowe's Companies Inc* Consumer Cyclical 14.10 2.41
    Wayfair Inc Class A* Consumer Cyclical 94.12 2.39
    Loxo Oncology Inc* Healthcare 169.72 2.34
    AbbVie Inc* Healthcare 57.55 2.23
    Celgene Corp* Healthcare 4.82 2.19
    Steel Dynamics Inc* Basic Materials 10.64 1.87
    Lam Research Corp* Technology 95.49 1.77
    Crown Castle International Corp* Communication Services 24.28 1.70
    NextEra Energy Partners LP* Utilities 69.96 1.63
    Splunk Inc* Technology 25.30 1.57
    AveXis Inc* Healthcare 109.64 1.54
    Seattle Genetics Inc* Healthcare 21.02 1.50
    Waste Connections Inc* Industrials 35.44 1.49
    Masonite International Corp* Basic Materials 2.36 1.46
    Lear Corp* Consumer Cyclical 32.39 1.44
    Snap-on Inc* Industrials -5.27 1.39
    The Trade Desk Inc A* Technology 129.92 1.35

    Best 5-Year Relative Performance | More
    10-20-17

    Fund Name 5-Yr Rank Analyst Report  
    Eventide Gilead N 3 03-09-17

    Worst 5-Year Relative Performance | More
    10-20-17

    Fund Name 5-Yr Rank Analyst Report  
    Eventide Gilead N 3 03-09-17

    Lowest Expenses | More
    10-20-17

    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
    10-20-17

    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
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Gilead N Finny Kuruvilla 8.10
    Eventide Healthcare Finny Kuruvilla 4.80
    Eventide Multi-Asset David M. Dirk 2.30

    Shortest Manager Tenure | More
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Multi-Asset David M. Dirk 2.30
    Eventide Healthcare Finny Kuruvilla 4.80
    Eventide Gilead N Finny Kuruvilla 8.10