Eventide Funds Fund Family Report
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  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return0.46-1.6334.17-2.3831.55
    Category Average0.402.9323.63-4.9122.39
    Assets for Each Yr*2.321.672.172.573.89
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 31.55 20.61 14.35

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,890 mil $1,000 20.45 79.55
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.3 68.29 1.55 Above Avg
    International Stock -- 0.45 1.31 Average
    Municipal Bond -- -- -- --
    Taxable Bond 3.0 0.50 1.13 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-23-19

      Sector YTD Return % % Net Assets  
    Zogenix Inc* Healthcare 37.16 2.99
    Lowe's Companies Inc* Consumer Cyclical 16.83 1.77
    Roper Technologies Inc* Industrials 31.33 1.74
    Splunk Inc* Technology 13.08 1.53
    Aimmune Therapeutics Inc* Healthcare -19.06 1.26
    Five9 Inc* Technology 43.25 1.23
    XPO Logistics Inc* Industrials 16.99 1.22
    Magenta Therapeutics Inc* Healthcare 72.98 1.18
    Lam Research Corp* Technology 48.78 1.17
    NextEra Energy Partners LP* Utilities 18.54 1.06
    Mettler-Toledo International Inc* Healthcare 13.66 1.00
    Collegium Pharmaceutical Inc* Healthcare -33.95 0.96
    uniQure NV* Healthcare 84.35 0.92
    KAR Auction Services Inc* Consumer Cyclical 30.70 0.90
    Momenta Pharmaceuticals Inc* Healthcare 8.88 0.85
    Immunomedics Inc* Healthcare -7.78 0.78
    Biohaven Pharmaceutical Holding * Healthcare 4.22 0.73
    Lear Corp* Consumer Cyclical -12.10 0.72
    Varonis Systems Inc* Technology 31.81 0.72
    Inphi Corp* Technology 93.13 0.70

    Best 5-Year Relative Performance | More
    08-23-19

    Worst 5-Year Relative Performance | More
    08-23-19

    Lowest Expenses | More
    08-23-19

    Highest Expenses | More
    08-23-19

    Longest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Gilead N Finny Kuruvilla 11.10
    Eventide Healthcare Finny Kuruvilla 6.70
    Eventide Limited-Ter J. Joseph Veranth 5.70
    Eventide Multi-Asset David M. Dirk 2.20
    Eventide Global Div Dolores Bamford 0.30

    Shortest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Global Div Dolores Bamford 0.30
    Eventide Multi-Asset David M. Dirk 2.20
    Eventide Limited-Ter J. Joseph Veranth 5.70
    Eventide Healthcare Finny Kuruvilla 6.70
    Eventide Gilead N Finny Kuruvilla 11.10