Eventide Funds Fund Family Report
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  • Performance
    08-31-17

    Total ReturnCategory Average
    Total Return53.7119.510.37-1.6920.28
    Category Average35.539.520.362.9315.50
    Assets for Each Yr*0.361.142.291.651.86
    *billions

    Trailing Returns %
    08-31-17

      YTD 3 Year 5 Year    
    Fund Family 20.28 8.96 18.25

    Key Stats
    08-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,856 mil $1,000 46.50 53.50
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 74.55 1.56 Above Avg
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-18-17

      Sector YTD Return % % Net Assets  
    bluebird bio Inc* Healthcare 115.64 3.30
    XPO Logistics Inc* Industrials 42.12 3.15
    Macquarie Infrastructure Corp* Industrials -4.06 3.14
    Lowe's Companies Inc* Consumer Cyclical 10.77 2.41
    Wayfair Inc Class A* Consumer Cyclical 129.07 2.39
    Loxo Oncology Inc* Healthcare 176.26 2.34
    AbbVie Inc* Healthcare 39.32 2.23
    Celgene Corp* Healthcare 23.40 2.19
    Steel Dynamics Inc* Basic Materials -4.13 1.87
    Lam Research Corp* Technology 68.98 1.77
    Crown Castle International Corp* Communication Services 23.71 1.70
    NextEra Energy Partners LP* Utilities 67.84 1.63
    Splunk Inc* Technology 33.90 1.57
    AveXis Inc* Healthcare 91.91 1.54
    Seattle Genetics Inc* Healthcare 0.23 1.50
    Waste Connections Inc* Industrials 32.36 1.49
    Masonite International Corp* Basic Materials -0.91 1.46
    Lear Corp* Consumer Cyclical 27.01 1.44
    Snap-on Inc* Industrials -13.13 1.39
    The Trade Desk Inc A* Technology 117.17 1.35

    Best 5-Year Relative Performance | More
    09-18-17

    Fund Name 5-Yr Rank Analyst Report  
    Eventide Gilead N 1 03-09-17

    Worst 5-Year Relative Performance | More
    09-18-17

    Fund Name 5-Yr Rank Analyst Report  
    Eventide Gilead N 1 03-09-17

    Lowest Expenses | More
    09-18-17

    Fund Name Expense Ratio Analyst Report  
    Eventide Multi-Asset Income 0.95 --
    Eventide Healthcare & Life S 1.34 --
    Eventide Gilead N 1.40 03-09-17

    Highest Expenses | More
    09-18-17

    Fund Name Expense Ratio Analyst Report  
    Eventide Gilead N 1.40 03-09-17
    Eventide Healthcare & Life S 1.34 --
    Eventide Multi-Asset Income 0.95 --

    Longest Manager Tenure | More
    09-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Gilead N Finny Kuruvilla 8.10
    Eventide Healthcare Finny Kuruvilla 4.70
    Eventide Multi-Asset David M. Dirk 2.20

    Shortest Manager Tenure | More
    09-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Multi-Asset David M. Dirk 2.20
    Eventide Healthcare Finny Kuruvilla 4.70
    Eventide Gilead N Finny Kuruvilla 8.10