Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Eventide Mutual Funds
View all of Eventide’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Eventide Funds List
Share Class Type
1 to 25 of 32 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Eventide Dividend Opportunities A | ETADX | Mid-Cap Blend | 6.35% | 19 | 1.200% | Average | Front Load | $1,000 | ||
| Eventide Dividend Opportunities I | ETIDX | Mid-Cap Blend | 6.40% | 18 | 0.950% | Above Average | Institutional | $100,000 | ||
| Eventide Dividend Opportunities N | ETNDX | Mid-Cap Blend | 6.30% | 20 | 1.150% | Above Average | No Load | $1,000 | ||
| Eventide Balanced Fund Class A | ETAMX | Moderate Allocation | 2.88% | 71 | 1.070% | Average | Front Load | $1,000 | ||
| Eventide Balanced Fund Class I | ETIMX | Moderate Allocation | 2.13% | 66 | 0.820% | Above Average | Institutional | $100,000 | ||
| Eventide Balanced Fund Class N | ETNMX | Moderate Allocation | 2.90% | 67 | 1.020% | Above Average | No Load | $1,000 | ||
| Eventide Dividend Opportunities C | ETCDX | Mid-Cap Blend | 6.01% | 23 | 1.950% | Above Average | Level Load | $1,000 | ||
| Eventide Balanced Fund Class C | ETCMX | Moderate Allocation | 2.58% | 75 | 1.820% | Above Average | Level Load | $1,000 | ||
| Eventide Gilead A | ETAGX | Mid-Cap Growth | −2.83% | 96 | 1.430% | High | Front Load | $1,000 | ||
| Eventide Gilead I | ETILX | Mid-Cap Growth | −2.76% | 95 | 1.180% | High | Institutional | $100,000 | ||
| Eventide Gilead N | ETGLX | Mid-Cap Growth | −3.34% | 96 | 1.380% | High | No Load | $1,000 | ||
| Eventide Core Bond A | ETARX | Intermediate Core Bond | −2.00% | 73 | 0.830% | Above Average | Front Load | $1,000 | ||
| Eventide Core Bond I | ETIRX | Intermediate Core Bond | −1.86% | 56 | 0.580% | High | Institutional | $100,000 | ||
| Eventide Core Bond N | ETNRX | Intermediate Core Bond | −1.90% | 58 | 0.780% | High | No Load | $1,000 | ||
| Eventide Exponential Technologies A | ETAEX | Technology | −5.31% | 92 | 1.690% | High | Front Load | $1,000 | ||
| Eventide Exponential Technologies C | ETCEX | Technology | −5.29% | 93 | 2.440% | High | Level Load | $1,000 | ||
| Eventide Exponential Technologies I | ETIEX | Technology | −4.97% | 92 | 1.440% | High | Institutional | $100,000 | ||
| Eventide Exponential Technologies N | ETNEX | Technology | −5.00% | 92 | 1.640% | High | No Load | $1,000 | ||
| Eventide Gilead C | ETCGX | Mid-Cap Growth | −3.62% | 96 | 2.180% | High | Level Load | $1,000 | ||
| Eventide Healthcare & Life Sciences A | ETAHX | Health | −4.68% | 86 | 1.560% | High | Front Load | $1,000 | ||
| Eventide Healthcare & Life Sciences C | ETCHX | Health | −3.26% | 87 | 2.310% | High | Level Load | $1,000 | ||
| Eventide Healthcare & Life Sciences I | ETIHX | Health | −4.57% | 86 | 1.310% | High | Institutional | $100,000 | ||
| Eventide Healthcare & Life Sciences N | ETNHX | Health | −4.64% | 86 | 1.510% | Above Average | No Load | $1,000 | ||
| Eventide Limited-Term Bond A | ETABX | Short-Term Bond | 0.05% | 87 | 0.800% | Above Average | Front Load | $1,000 | ||
| Eventide Limited-Term Bond I | ETIBX | Short-Term Bond | 0.44% | 85 | 0.550% | Above Average | Institutional | $100,000 |
Eventide Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank