Eventide Funds Fund Family Report
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  • Performance
    10-31-17

    Total ReturnCategory Average
    Total Return53.7119.510.37-1.6927.81
    Category Average35.539.520.362.9320.10
    Assets for Each Yr*0.361.142.291.652.00
    *billions

    Trailing Returns %
    10-31-17

      YTD 3 Year 5 Year    
    Fund Family 27.81 10.32 18.81

    Key Stats
    10-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,004 mil $1,000 32.36 67.64
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 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
    11-16-17

      Sector YTD Return % % Net Assets  
    bluebird bio Inc* Healthcare 159.56 3.30
    XPO Logistics Inc* Industrials 71.90 3.15
    Macquarie Infrastructure Corp* Industrials -14.68 3.14
    Lowe's Companies Inc* Consumer Cyclical 13.88 2.41
    Wayfair Inc Class A* Consumer Cyclical 88.02 2.39
    Loxo Oncology Inc* Healthcare 133.26 2.34
    AbbVie Inc* Healthcare 54.95 2.23
    Celgene Corp* Healthcare -10.71 2.19
    Steel Dynamics Inc* Basic Materials 5.16 1.87
    Lam Research Corp* Technology 102.94 1.77
    Crown Castle International Corp* Communication Services 31.35 1.70
    NextEra Energy Partners LP* Utilities 61.59 1.63
    Splunk Inc* Technology 35.48 1.57
    AveXis Inc* Healthcare 106.91 1.54
    Seattle Genetics Inc* Healthcare 12.36 1.50
    Waste Connections Inc* Industrials 35.55 1.49
    Masonite International Corp* Basic Materials 8.51 1.46
    Lear Corp* Consumer Cyclical 32.37 1.44
    Snap-on Inc* Industrials -6.57 1.39
    The Trade Desk Inc A* Technology 76.73 1.35

    Best 5-Year Relative Performance | More
    11-16-17

    Fund Name 5-Yr Rank Analyst Report  
    Eventide Gilead N 2 03-09-17

    Worst 5-Year Relative Performance | More
    11-16-17

    Fund Name 5-Yr Rank Analyst Report  
    Eventide Gilead N 2 03-09-17

    Lowest Expenses | More
    11-16-17

    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
    11-16-17

    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
    11-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Gilead N Finny Kuruvilla 8.20
    Eventide Healthcare Finny Kuruvilla 4.90
    Eventide Multi-Asset David M. Dirk 2.30

    Shortest Manager Tenure | More
    11-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Multi-Asset David M. Dirk 2.30
    Eventide Healthcare Finny Kuruvilla 4.90
    Eventide Gilead N Finny Kuruvilla 8.20