Eventide Funds Fund Family Report
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  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return19.510.37-1.6934.632.98
    Category Average9.520.362.9323.981.51
    Assets for Each Yr*1.142.291.652.142.35
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family 2.98 8.70 16.45

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,347 mil $1,000 29.10 70.90
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 70.99 1.56 Above Avg
    International Stock -- 0.41 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-24-18

      Sector YTD Return % % Net Assets  
    XPO Logistics Inc* Industrials 19.50 3.35
    Lowe's Companies Inc* Consumer Cyclical 4.70 2.44
    Wayfair Inc Class A* Consumer Cyclical 7.79 2.33
    bluebird bio Inc* Healthcare 5.00 2.30
    Macquarie Infrastructure Corp* Industrials -37.65 2.20
    Aimmune Therapeutics Inc* Healthcare -12.22 2.15
    AbbVie Inc* Healthcare 8.38 2.01
    Lam Research Corp* Technology 11.30 1.94
    Collegium Pharmaceutical Inc* Healthcare 35.16 1.89
    Steel Dynamics Inc* Basic Materials 15.88 1.75
    WABCO Holdings Inc* Consumer Cyclical -11.56 1.70
    NextEra Energy Partners LP* Utilities 3.63 1.57
    Crown Castle International Corp* RealEstate -7.31 1.57
    Lear Corp* Consumer Cyclical 13.40 1.51
    The Trade Desk Inc A* Technology 81.48 1.46
    KAR Auction Services Inc* Consumer Cyclical 5.48 1.43
    Sage Therapeutics Inc* Healthcare -3.97 1.41
    Snap-on Inc* Industrials -11.99 1.33
    Celgene Corp* Healthcare -23.78 1.33
    Seattle Genetics Inc* Healthcare 3.50 1.31

    Best 5-Year Relative Performance | More
    05-24-18

    Fund Name 5-Yr Rank Analyst Report  
    Eventide Healthcare & Life S 1 10-03-17
    Eventide Gilead N 3 03-06-18

    Worst 5-Year Relative Performance | More
    05-24-18

    Fund Name 5-Yr Rank Analyst Report  
    Eventide Gilead N 3 03-06-18
    Eventide Healthcare & Life S 1 10-03-17

    Lowest Expenses | More
    05-24-18

    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 03-06-18

    Highest Expenses | More
    05-24-18

    Fund Name Expense Ratio Analyst Report  
    Eventide Gilead N 1.40 03-06-18
    Eventide Healthcare & Life S 1.34 10-03-17
    Eventide Multi-Asset Income 0.95 --

    Longest Manager Tenure | More
    05-24-18

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Gilead N Finny Kuruvilla 8.70
    Eventide Healthcare Finny Kuruvilla 5.40
    Eventide Multi-Asset David M. Dirk 2.90
    Eventide Global Div Martin A. Wildy 0.70

    Shortest Manager Tenure | More
    05-24-18

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Global Div Martin A. Wildy 0.70
    Eventide Multi-Asset David M. Dirk 2.90
    Eventide Healthcare Finny Kuruvilla 5.40
    Eventide Gilead N Finny Kuruvilla 8.70