Eventide Funds Fund Family Report
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  • Performance
    06-30-17

    Total ReturnCategory Average
    Total Return53.7119.510.37-1.6916.31
    Category Average35.539.520.362.9313.32
    Assets for Each Yr*0.361.142.291.651.81
    *billions

    Trailing Returns %
    06-30-17

      YTD 3 Year 5 Year    
    Fund Family 16.31 7.60 17.99

    Key Stats
    06-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,806 mil $1,000 47.03 52.97
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 75.81 1.55 Above Avg
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-27-17

      Sector YTD Return % % Net Assets  
    Macquarie Infrastructure Corp* Industrials -4.17 3.56
    AbbVie Inc* Healthcare 17.61 3.18
    XPO Logistics Inc* Industrials 37.37 2.95
    Lear Corp* Consumer Cyclical 14.58 2.80
    Five Prime Therapeutics Inc* Healthcare -43.05 2.45
    Lowe's Companies Inc* Consumer Cyclical 9.83 2.43
    KAR Auction Services Inc* Consumer Cyclical 1.67 2.32
    bluebird bio Inc* Healthcare 55.35 2.19
    Inphi Corp* Technology -15.37 2.16
    Celgene Corp* Healthcare 15.90 2.14
    Lam Research Corp* Technology 56.68 2.11
    Steel Dynamics Inc* Basic Materials 3.51 2.04
    Mobileye NV* Technology 66.19 2.01
    Seattle Genetics Inc* Healthcare 0.38 1.79
    Cirrus Logic Inc* Technology 12.31 1.71
    Snap-on Inc* Industrials -8.74 1.66
    Proofpoint Inc* Technology 25.18 1.65
    WABCO Holdings Inc* Consumer Cyclical 28.86 1.64
    Crown Castle International Corp* Communication Services 17.66 1.61
    Collegium Pharmaceutical Inc* Healthcare -19.78 1.61

    Best 5-Year Relative Performance | More
    07-27-17

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

    Worst 5-Year Relative Performance | More
    07-27-17

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

    Lowest Expenses | More
    07-27-17

    Fund Name Expense Ratio Analyst Report  
    Eventide Multi-Asset Income 0.95 --
    Eventide Healthcare & Life S 1.32 --
    Eventide Gilead N 1.39 03-09-17

    Highest Expenses | More
    07-27-17

    Fund Name Expense Ratio Analyst Report  
    Eventide Gilead N 1.39 03-09-17
    Eventide Healthcare & Life S 1.32 --
    Eventide Multi-Asset Income 0.95 --

    Longest Manager Tenure | More
    07-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Gilead N Finny Kuruvilla 7.90
    Eventide Healthcare Finny Kuruvilla 4.60
    Eventide Multi-Asset David M. Dirk 2.00

    Shortest Manager Tenure | More
    07-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Multi-Asset David M. Dirk 2.00
    Eventide Healthcare Finny Kuruvilla 4.60
    Eventide Gilead N Finny Kuruvilla 7.90