Eventide Funds Fund Family Report
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  • Performance
    06-30-18

    Total ReturnCategory Average
    Total Return19.510.37-1.6934.6312.07
    Category Average9.520.362.9323.986.43
    Assets for Each Yr*1.142.291.652.142.72
    *billions

    Trailing Returns %
    06-30-18

      YTD 3 Year 5 Year    
    Fund Family 12.07 9.84 17.02

    Key Stats
    06-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,718 mil $1,000 26.58 73.42
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 70.16 1.56 Above Avg
    International Stock -- 0.41 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-20-18

      Sector YTD Return % % Net Assets  
    bluebird bio Inc* Healthcare 1.26 1.97
    Lam Research Corp* Technology -2.53 1.91
    AbbVie Inc* Healthcare -5.35 1.76
    Wayfair Inc Class A* Consumer Cyclical 57.59 1.76
    Sage Therapeutics Inc* Healthcare 2.34 1.67
    Macquarie Infrastructure Corp* Industrials -26.09 1.58
    HubSpot Inc* Technology 50.85 1.57
    WABCO Holdings Inc* Consumer Cyclical -16.06 1.42
    Crown Castle International Corp* RealEstate 1.28 1.39
    Steel Dynamics Inc* Basic Materials 9.75 1.38
    Celgene Corp* Healthcare -18.46 1.34
    Snap-on Inc* Industrials 0.62 1.01
    Lennox International Inc* Industrials 4.38 1.00
    Arrow Electronics Inc* Technology -4.53 0.94
    Ellie Mae Inc* Technology 20.45 0.92
    JELD-WEN Holding Inc* Basic Materials -23.90 0.82
    Palo Alto Networks Inc* Technology 47.69 0.78
    Proofpoint Inc* Technology 41.52 0.75
    Spark Therapeutics Inc* Healthcare 58.01 0.75
    Arista Networks Inc* Technology 14.12 0.70

    Best 5-Year Relative Performance | More
    07-20-18

    Fund Name 5-Yr Rank Analyst Report  
    Eventide Healthcare & Life S 1 10-03-17
    Eventide Gilead N 9 03-06-18

    Worst 5-Year Relative Performance | More
    07-20-18

    Fund Name 5-Yr Rank Analyst Report  
    Eventide Gilead N 9 03-06-18
    Eventide Healthcare & Life S 1 10-03-17

    Lowest Expenses | More
    07-20-18

    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 03-06-18

    Highest Expenses | More
    07-20-18

    Fund Name Expense Ratio Analyst Report  
    Eventide Gilead N 1.40 03-06-18
    Eventide Healthcare & Life S 1.34 10-03-17
    Eventide Multi-Asset Income 0.95 --

    Longest Manager Tenure | More
    07-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Gilead N Finny Kuruvilla 8.90
    Eventide Healthcare Finny Kuruvilla 5.60
    Eventide Multi-Asset David M. Dirk 3.00
    Eventide Global Div Martin A. Wildy 0.80

    Shortest Manager Tenure | More
    07-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Global Div Martin A. Wildy 0.80
    Eventide Multi-Asset David M. Dirk 3.00
    Eventide Healthcare Finny Kuruvilla 5.60
    Eventide Gilead N Finny Kuruvilla 8.90