Eventide Funds Fund Family Report
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  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return0.46-1.6334.17-2.3823.05
    Category Average0.402.9323.63-4.9115.41
    Assets for Each Yr*2.321.672.172.573.23
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 23.05 24.40 11.34

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,233 mil $1,000 23.34 76.66
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.3 69.24 1.55 Above Avg
    International Stock -- 0.41 1.31 Average
    Municipal Bond -- -- -- --
    Taxable Bond 3.0 0.58 1.13 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-20-19

      Sector YTD Return % % Net Assets  
    Ascendis Pharma A/S ADR* Healthcare 98.55 4.13
    The Trade Desk Inc A* Technology 77.46 2.17
    XPO Logistics Inc* Industrials -11.99 1.75
    HubSpot Inc* Technology 34.14 1.71
    Collegium Pharmaceutical Inc* Healthcare 2.50 1.47
    Crown Castle International Corp* RealEstate 16.80 1.27
    Lennox International Inc* Industrials 17.24 1.22
    Roper Technologies Inc* Industrials 24.26 1.10
    bluebird bio Inc* Healthcare 54.82 1.07
    Lear Corp* Consumer Cyclical 10.56 0.88
    Momenta Pharmaceuticals Inc* Healthcare 24.73 0.85
    Pattern Energy Group Inc Class A* Utilities 17.19 0.76
    Mettler-Toledo International Inc* Healthcare 26.04 0.75
    Biohaven Pharmaceutical Holding * Healthcare 33.26 0.71
    Magenta Therapeutics Inc* Healthcare 212.81 0.58
    Avrobio Inc* Healthcare 11.89 0.58
    Viking Therapeutics Inc* Healthcare 8.10 0.52
    Hannon Armstrong Sustainable Inf* RealEstate 29.97 0.52
    Neurocrine Biosciences Inc* Healthcare 18.79 0.43
    Sutro Biopharma Inc* Healthcare 25.17 0.42

    Best 5-Year Relative Performance | More
    03-20-19

    Worst 5-Year Relative Performance | More
    03-20-19

    Lowest Expenses | More
    03-20-19

    Highest Expenses | More
    03-20-19

    Longest Manager Tenure | More
    03-20-19

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Gilead N Finny Kuruvilla 10.70
    Eventide Healthcare Finny Kuruvilla 6.20
    Eventide Limited-Ter J. Joseph Veranth 5.40
    Eventide Multi-Asset David M. Dirk 3.70
    Eventide Global Div Martin A. Wildy 1.50

    Shortest Manager Tenure | More
    03-20-19

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Global Div Martin A. Wildy 1.50
    Eventide Multi-Asset David M. Dirk 3.70
    Eventide Limited-Ter J. Joseph Veranth 5.40
    Eventide Healthcare Finny Kuruvilla 6.20
    Eventide Gilead N Finny Kuruvilla 10.70