Eventide Funds Fund Family Report
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  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return19.510.37-1.6934.63--
    Category Average9.520.362.9323.993.48
    Assets for Each Yr*1.142.291.652.142.14
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 34.63 9.93 19.54

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,136 mil $1,000 31.17 68.83
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 74.15 1.56 Above Avg
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-16-18

      Sector YTD Return % % Net Assets  
    bluebird bio Inc* Healthcare -8.28 3.30
    XPO Logistics Inc* Industrials 0.55 3.15
    Macquarie Infrastructure Corp* Industrials -0.12 3.14
    Lowe's Companies Inc* Consumer Cyclical 8.64 2.41
    Wayfair Inc Class A* Consumer Cyclical 5.27 2.39
    Loxo Oncology Inc* Healthcare 1.98 2.34
    AbbVie Inc* Healthcare 6.71 2.23
    Celgene Corp* Healthcare 0.44 2.19
    Steel Dynamics Inc* Basic Materials 7.77 1.87
    Lam Research Corp* Technology 3.43 1.77
    Crown Castle International Corp* RealEstate -5.13 1.70
    NextEra Energy Partners LP* Utilities -7.33 1.63
    Splunk Inc* Technology 5.18 1.57
    AveXis Inc* Healthcare -5.11 1.54
    Seattle Genetics Inc* Healthcare -4.77 1.50
    Waste Connections Inc* Industrials 0.89 1.49
    Masonite International Corp* Basic Materials -0.20 1.46
    Lear Corp* Consumer Cyclical 5.92 1.44
    Snap-on Inc* Industrials 3.65 1.39
    The Trade Desk Inc A* Technology 5.69 1.35

    Best 5-Year Relative Performance | More
    01-16-18

    Fund Name 5-Yr Rank Analyst Report  
    Eventide Healthcare & Life S 1 10-03-17
    Eventide Gilead N 3 03-09-17

    Worst 5-Year Relative Performance | More
    01-16-18

    Fund Name 5-Yr Rank Analyst Report  
    Eventide Gilead N 3 03-09-17
    Eventide Healthcare & Life S 1 10-03-17

    Lowest Expenses | More
    01-16-18

    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
    01-16-18

    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
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Gilead N Finny Kuruvilla 8.40
    Eventide Healthcare Finny Kuruvilla 5.10
    Eventide Multi-Asset David M. Dirk 2.50

    Shortest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Multi-Asset David M. Dirk 2.50
    Eventide Healthcare Finny Kuruvilla 5.10
    Eventide Gilead N Finny Kuruvilla 8.40