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Morningstar

Eventide Gilead A ETAGX

Morningstar Analyst Rating
Analyst rating as of | See Eventide Investment Hub
  • NAV / 1-Day Return 45.33  /  1.20 %
  • Total Assets 3.7 Bil
  • Adj. Expense Ratio
    1.360%
  • Expense Ratio 1.360%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 27%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis ETAGX

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.

High risks and potential high rewards.

Senior Analyst

Summary

| by David Kathman

Although Eventide Gilead has some notable positives, a recent rough stretch illustrates the risks inherent in its approach. High expenses keep its Morningstar Analyst Rating at Neutral for all share classes.

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