Eventide Funds Fund Family Report
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  • Performance
    11-30-18

    Total ReturnCategory Average
    Total Return19.510.37-1.6934.637.82
    Category Average9.520.362.9323.985.48
    Assets for Each Yr*1.142.291.652.142.89
    *billions

    Trailing Returns %
    11-30-18

      YTD 3 Year 5 Year    
    Fund Family 7.82 11.73 11.63

    Key Stats
    11-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,891 mil $1,000 23.75 76.25
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 67.83 1.55 Above Avg
    International Stock -- 0.38 1.31 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-12-18

      Sector YTD Return % % Net Assets  
    XPO Logistics Inc* Industrials -34.20 2.83
    Sarepta Therapeutics Inc* Healthcare 124.89 1.78
    Splunk Inc* Technology 32.06 1.61
    Macquarie Infrastructure Corp* Industrials -29.30 1.56
    Lam Research Corp* Technology -22.72 1.41
    Seattle Genetics Inc* Healthcare 15.79 1.32
    Crown Castle International Corp* RealEstate 6.86 1.18
    WABCO Holdings Inc* Consumer Cyclical -24.99 1.07
    Roper Technologies Inc* Industrials 10.42 0.86
    Lennox International Inc* Industrials 3.47 0.85
    Arrow Electronics Inc* Technology -10.51 0.80
    Zogenix Inc* Healthcare 9.76 0.76
    Neurocrine Biosciences Inc* Healthcare -4.85 0.55
    Agios Pharmaceuticals Inc* Healthcare -1.96 0.54
    Snap-on Inc* Industrials -12.91 0.54
    Hannon Armstrong Sustainable Inf* RealEstate 0.12 0.52
    Biohaven Pharmaceutical Holding * Healthcare 39.62 0.36
    Momenta Pharmaceuticals Inc* Healthcare -14.19 0.33
    Extra Space Storage Inc* RealEstate 14.12 0.29
    Ultragenyx Pharmaceutical Inc* Healthcare 1.62 0.24

    Best 5-Year Relative Performance | More
    12-12-18

    Fund Name 5-Yr Rank Analyst Report  
    Eventide Healthcare & Life S 7 09-27-18
    Eventide Gilead N 11 03-06-18

    Worst 5-Year Relative Performance | More
    12-12-18

    Fund Name 5-Yr Rank Analyst Report  
    Eventide Gilead N 11 03-06-18
    Eventide Healthcare & Life S 7 09-27-18

    Lowest Expenses | More
    12-12-18

    Highest Expenses | More
    12-12-18

    Longest Manager Tenure | More
    12-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Gilead N Finny Kuruvilla 10.50
    Eventide Healthcare Finny Kuruvilla 6.00
    Eventide Multi-Asset David M. Dirk 3.40
    Eventide Global Div Martin A. Wildy 1.20

    Shortest Manager Tenure | More
    12-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Global Div Martin A. Wildy 1.20
    Eventide Multi-Asset David M. Dirk 3.40
    Eventide Healthcare Finny Kuruvilla 6.00
    Eventide Gilead N Finny Kuruvilla 10.50