Eventide Funds Fund Family Report
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  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return19.510.37-1.6934.636.98
    Category Average9.520.362.9323.982.83
    Assets for Each Yr*1.142.291.652.142.86
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family 6.98 12.60 11.75

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,856 mil $1,000 23.98 76.02
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 67.65 1.55 Above Avg
    International Stock -- 0.39 1.31 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-13-18

      Sector YTD Return % % Net Assets  
    Wayfair Inc Class A* Consumer Cyclical 15.50 2.66
    Sage Therapeutics Inc* Healthcare -33.80 2.07
    Lowe's Companies Inc* Consumer Cyclical 4.77 1.93
    Collegium Pharmaceutical Inc* Healthcare -7.10 1.89
    Sarepta Therapeutics Inc* Healthcare 109.87 1.78
    Splunk Inc* Technology 17.66 1.61
    HubSpot Inc* Technology 44.34 1.57
    bluebird bio Inc* Healthcare -32.46 1.56
    Aimmune Therapeutics Inc* Healthcare -25.01 1.56
    Macquarie Infrastructure Corp* Industrials -34.53 1.56
    Palo Alto Networks Inc* Technology 21.98 1.53
    Loxo Oncology Inc* Healthcare 88.98 1.42
    Lam Research Corp* Technology -20.33 1.41
    NextEra Energy Partners LP* Utilities 12.32 1.35
    Steel Dynamics Inc* Basic Materials -5.30 1.24
    Lear Corp* Consumer Cyclical -21.97 1.22
    The Trade Desk Inc A* Technology 145.05 1.21
    KAR Auction Services Inc* Consumer Cyclical 14.39 1.20
    Five9 Inc* Technology 66.76 1.11
    Magenta Therapeutics Inc* Healthcare 1.06

    Best 5-Year Relative Performance | More
    11-13-18

    Fund Name 5-Yr Rank Analyst Report  
    Eventide Healthcare & Life S 6 09-27-18
    Eventide Gilead N 18 03-06-18

    Worst 5-Year Relative Performance | More
    11-13-18

    Fund Name 5-Yr Rank Analyst Report  
    Eventide Gilead N 18 03-06-18
    Eventide Healthcare & Life S 6 09-27-18

    Lowest Expenses | More
    11-13-18

    Highest Expenses | More
    11-13-18

    Longest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Gilead N Finny Kuruvilla 10.40
    Eventide Healthcare Finny Kuruvilla 5.90
    Eventide Multi-Asset David M. Dirk 3.30
    Eventide Global Div Martin A. Wildy 1.10

    Shortest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Eventide Global Div Martin A. Wildy 1.10
    Eventide Multi-Asset David M. Dirk 3.30
    Eventide Healthcare Finny Kuruvilla 5.90
    Eventide Gilead N Finny Kuruvilla 10.40