Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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Name | Ticker | Morningstar Category | Morningstar Rating for Funds Overall | Portfolio ESG Risk Rating | Total Return YTD | Total Return Rank in Category (Day-End) YTD, Day-End | Adjusted Expense Ratio |
|---|---|---|---|---|---|---|---|
| Eventide High Dividend ETF | ELCV | Large Value | — | 18.98% | 44 | 0.490% | |
| Eventide US Market ETF | ESUM | Large Blend | — | 12.94% | 25 | 0.390% | |
| Eventide Large Cap Value ETF | ESLV | Large Value | — | 17.74% | 55 | 0.390% | |
| Eventide Large Cap Focus ETF | ELCF | Large Blend | — | — | — | — | 0.750% |
| Eventide International ETF | ESIM | Foreign Large Blend | — | 12.88% | 14 | 0.590% | |
| Eventide Small Cap ETF | ESSC | Small Blend | — | 11.33% | 84 | 0.490% | |
| Eventide Dividend Growth ETF | ETDG | Mid-Cap Blend | — | — | — | — | 0.950% |
| Eventide Large Cap Growth ETF | ESLG | Large Growth | — | 12.29% | 10 | 0.390% |
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.