Eventide Asset Management announced that, effective Jan. 1, 2022, it is promoting Anant Goel to co-portfolio manager of Eventide Gilead ETGLX, Joy Ghosh to co-portfolio manager of Eventide Healthcare & Life Sciences ETNHX, and Andrew Singer to co-portfolio manager of Eventide Dividend Opportunities ETNDX. Goel and Ghosh join firm co-founder Finny Kuruvilla, who was previously the only named manager of Eventide Gilead and Healthcare & Life Sciences, while Singer joins Dolores Bamford, who has been the only named manager of the Dividend Opportunities fund since 2019.
Eventide Gilead A ETAGX
NAV / 1-Day Return
45.85
/
0.76
%
Total Assets
3.7 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.360%
Expense Ratio
1.360%
Fee Level
High
Longest Manager Tenure
13.97
years
Category
Mid-Cap Growth
Investment Style
Mid GrowthMin. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
19%
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will ETAGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ETAGX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the ETAGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of ETAGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Co-Portfolio Managers Added to Eventide Gilead and Healthcare & Life Sciences; No Ratings Changes
