Eventide Funds Fund Family Report
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  • Performance
    04-30-19

    Total ReturnCategory Average
    Total Return0.46-1.6334.17-2.3829.02
    Category Average0.402.9323.63-4.9118.70
    Assets for Each Yr*2.321.672.172.573.66
    *billions

    Trailing Returns %
    04-30-19

      YTD 3 Year 5 Year    
    Fund Family 29.02 22.04 14.42

    Key Stats
    04-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,658 mil $1,000 21.37 78.63
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.3 70.11 1.55 Above Avg
    International Stock -- 0.42 1.31 Average
    Municipal Bond -- -- -- --
    Taxable Bond 3.0 0.50 1.13 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-16-19

      Sector YTD Return % % Net Assets  
    The Trade Desk Inc A* Technology 74.08 2.17
    XPO Logistics Inc* Industrials 5.40 1.75
    Aimmune Therapeutics Inc* Healthcare -13.67 1.62
    Five9 Inc* Technology 16.31 1.52
    Varonis Systems Inc* Technology 37.54 1.34
    Lam Research Corp* Technology 43.61 1.20
    Altair Engineering Inc Class A* Technology 32.02 1.07
    Steel Dynamics Inc* Basic Materials 3.73 0.88
    Blueprint Medicines Corp* Healthcare 50.42 0.86
    Momenta Pharmaceuticals Inc* Healthcare 26.00 0.85
    Twilio Inc A* Technology 59.43 0.76
    Pattern Energy Group Inc Class A* Utilities 18.11 0.76
    Mettler-Toledo International Inc* Healthcare 31.72 0.75
    Biohaven Pharmaceutical Holding * Healthcare 72.47 0.71
    Intercept Pharmaceuticals Inc* Healthcare -12.22 0.66
    Global Blood Therapeutics Inc* Healthcare 48.09 0.59
    Avrobio Inc* Healthcare 17.66 0.58
    Hannon Armstrong Sustainable Inf* RealEstate 40.87 0.52
    Amicus Therapeutics Inc* Healthcare 31.32 0.50
    Sutro Biopharma Inc* Healthcare 12.64 0.42

    Best 5-Year Relative Performance | More
    05-16-19

    Worst 5-Year Relative Performance | More
    05-16-19

    Lowest Expenses | More
    05-16-19

    Highest Expenses | More
    05-16-19

    Longest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Gilead N Finny Kuruvilla 10.90
    Eventide Healthcare Finny Kuruvilla 6.40
    Eventide Limited-Ter J. Joseph Veranth 4.40
    Eventide Multi-Asset David M. Dirk 2.60
    Eventide Global Div Martin A. Wildy 0.80

    Shortest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Global Div Martin A. Wildy 0.80
    Eventide Multi-Asset David M. Dirk 2.60
    Eventide Limited-Ter J. Joseph Veranth 4.40
    Eventide Healthcare Finny Kuruvilla 6.40
    Eventide Gilead N Finny Kuruvilla 10.90