Eventide Funds Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    08-31-18

    Total ReturnCategory Average
    Total Return19.510.37-1.6934.6320.71
    Category Average9.520.362.9323.9814.69
    Assets for Each Yr*1.142.291.652.143.13
    *billions

    Trailing Returns %
    08-31-18

      YTD 3 Year 5 Year    
    Fund Family 20.71 15.97 16.25

    Key Stats
    08-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,131 mil $1,000 24.86 75.14
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 68.16 1.55 Above Avg
    International Stock -- 0.36 1.31 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-21-18

      Sector YTD Return % % Net Assets  
    XPO Logistics Inc* Industrials 23.21 2.83
    Splunk Inc* Technology 40.51 1.61
    Palo Alto Networks Inc* Technology 58.36 1.53
    AbbVie Inc* Healthcare -1.88 1.48
    Lam Research Corp* Technology -13.96 1.41
    The Trade Desk Inc A* Technology 210.21 1.21
    KAR Auction Services Inc* Consumer Cyclical 23.68 1.20
    Crown Castle International Corp* RealEstate 3.47 1.18
    WABCO Holdings Inc* Consumer Cyclical -16.13 1.07
    Integrated Device Technology Inc* Technology 58.36 0.94
    Aptiv PLC* Consumer Cyclical 7.19 0.85
    Stemline Therapeutics Inc* Healthcare 10.90 0.62
    Immunomedics Inc* Healthcare 33.17 0.59
    Masonite International Corp* Basic Materials -10.25 0.44
    Biohaven Pharmaceutical Holding * Healthcare 39.62 0.36
    Extra Space Storage Inc* RealEstate 3.13 0.29
    Supernus Pharmaceuticals Inc* Healthcare 22.71 0.28
    KalVista Pharmaceuticals Inc* Healthcare 122.77 0.26
    Ultragenyx Pharmaceutical Inc* Healthcare 82.99 0.24
    AnaptysBio Inc* Healthcare -7.86 0.18

    Best 5-Year Relative Performance | More
    09-21-18

    Fund Name 5-Yr Rank Analyst Report  
    Eventide Healthcare & Life S 7 10-03-17
    Eventide Gilead N 23 03-06-18

    Worst 5-Year Relative Performance | More
    09-21-18

    Fund Name 5-Yr Rank Analyst Report  
    Eventide Gilead N 23 03-06-18
    Eventide Healthcare & Life S 7 10-03-17

    Lowest Expenses | More
    09-21-18

    Highest Expenses | More
    09-21-18

    Longest Manager Tenure | More
    09-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Gilead N Finny Kuruvilla 9.10
    Eventide Healthcare Finny Kuruvilla 5.70
    Eventide Multi-Asset David M. Dirk 3.20
    Eventide Global Div Martin A. Wildy 1.00

    Shortest Manager Tenure | More
    09-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Global Div Martin A. Wildy 1.00
    Eventide Multi-Asset David M. Dirk 3.20
    Eventide Healthcare Finny Kuruvilla 5.70
    Eventide Gilead N Finny Kuruvilla 9.10