Eventide Funds Fund Family Report
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  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return0.46-1.6334.17-2.3824.39
    Category Average0.402.9323.63-4.9113.08
    Assets for Each Yr*2.321.672.172.573.61
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 24.39 19.80 13.27

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,611 mil $1,000 20.73 79.27
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 68.44 1.55 Above Avg
    International Stock -- 0.43 1.31 Average
    Municipal Bond -- -- -- --
    Taxable Bond 3.0 0.51 1.13 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-18-19

      Sector YTD Return % % Net Assets  
    Ascendis Pharma A/S ADR* Healthcare 100.62 5.74
    Twilio Inc A* Technology 59.34 3.07
    Zogenix Inc* Healthcare 9.13 2.99
    Sarepta Therapeutics Inc* Healthcare 21.25 2.89
    Roper Technologies Inc* Industrials 37.58 1.74
    bluebird bio Inc* Healthcare 19.27 1.33
    Aimmune Therapeutics Inc* Healthcare -15.55 1.26
    XPO Logistics Inc* Industrials 0.26 1.22
    Lennox International Inc* Industrials 24.02 1.09
    NextEra Energy Partners LP* Utilities 10.63 1.06
    Collegium Pharmaceutical Inc* Healthcare -33.90 0.96
    uniQure NV* Healthcare 170.68 0.92
    KAR Auction Services Inc* Consumer Cyclical 27.98 0.90
    Vulcan Materials Co* Basic Materials 34.64 0.88
    Momenta Pharmaceuticals Inc* Healthcare 12.86 0.85
    Paycom Software Inc* Technology 81.64 0.77
    Biohaven Pharmaceutical Holding * Healthcare 18.50 0.73
    Altair Engineering Inc Class A* Technology 37.06 0.66
    MyoKardia Inc* Healthcare -1.76 0.65
    Amicus Therapeutics Inc* Healthcare 29.96 0.63

    Best 5-Year Relative Performance | More
    06-18-19

    Worst 5-Year Relative Performance | More
    06-18-19

    Lowest Expenses | More
    06-18-19

    Highest Expenses | More
    06-18-19

    Longest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Gilead N Finny Kuruvilla 10.90
    Eventide Healthcare Finny Kuruvilla 6.50
    Eventide Limited-Ter J. Joseph Veranth 5.50
    Eventide Multi-Asset David M. Dirk 2.00
    Eventide Global Div Dolores Bamford 0.10

    Shortest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Global Div Dolores Bamford 0.10
    Eventide Multi-Asset David M. Dirk 2.00
    Eventide Limited-Ter J. Joseph Veranth 5.50
    Eventide Healthcare Finny Kuruvilla 6.50
    Eventide Gilead N Finny Kuruvilla 10.90