Eventide Funds Fund Family Report
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  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return0.46-1.6334.17-2.38--
    Category Average0.402.9323.63-4.915.63
    Assets for Each Yr*2.321.672.172.572.57
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -2.38 8.82 9.10

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,569 mil $1,000 24.09 75.91
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 68.97 1.55 Above Avg
    International Stock -- 0.42 1.31 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- 0.69 1.13 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Ascendis Pharma A/S ADR* Healthcare 17.94 3.39
    XPO Logistics Inc* Industrials 12.01 2.79
    SendGrid Inc* Technology 17.47 2.24
    Lowe's Companies Inc* Consumer Cyclical 2.84 2.01
    Vertex Pharmaceuticals Inc* Healthcare 17.49 1.87
    Macquarie Infrastructure Corp* Industrials 14.11 1.47
    Avrobio Inc* Healthcare -19.76 1.44
    NextEra Energy Partners LP* Utilities -0.19 1.20
    Lam Research Corp* Technology 8.36 1.07
    Steel Dynamics Inc* Basic Materials 14.18 1.06
    Crown Castle International Corp* RealEstate -0.94 1.05
    WABCO Holdings Inc* Consumer Cyclical 6.54 0.93
    Instructure Inc* Technology 4.08 0.88
    Lear Corp* Consumer Cyclical 23.36 0.83
    Lennox International Inc* Industrials 2.97 0.80
    Roper Technologies Inc* Industrials 6.00 0.80
    Aptiv PLC* Consumer Cyclical 18.45 0.70
    Inphi Corp* Technology 8.52 0.65
    Momenta Pharmaceuticals Inc* Healthcare 10.14 0.59
    Neurocrine Biosciences Inc* Healthcare 28.18 0.59

    Best 5-Year Relative Performance | More
    01-18-19

    Worst 5-Year Relative Performance | More
    01-18-19

    Lowest Expenses | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Gilead N Finny Kuruvilla 10.60
    Eventide Healthcare Finny Kuruvilla 6.10
    Eventide Limited-Ter J. Joseph Veranth 5.20
    Eventide Multi-Asset David M. Dirk 3.50
    Eventide Global Div Martin A. Wildy 1.30

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Global Div Martin A. Wildy 1.30
    Eventide Multi-Asset David M. Dirk 3.50
    Eventide Limited-Ter J. Joseph Veranth 5.20
    Eventide Healthcare Finny Kuruvilla 6.10
    Eventide Gilead N Finny Kuruvilla 10.60