ESUM – Eventide US Market ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the equity securities of companies domiciled in the United States. It may invest in companies of any market capitalization but will typically invest in companies with market capitalizations that fall within the range of companies included in the Strategy Benchmark.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ESUM	Eventide US Market ETF	ETF	Open	—		Dec 17, 2024	$196.42M	0.390%	—	—	$51.20M

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