Morningstar

Eventide Dividend Growth Fund Class C ETCDX

Morningstar Medalist Rating
Medalist Rating as of | See Eventide Investment Hub
  • NAV / 1-Day Return 20.61  /  +1.28 %
  • Total Assets 1.3B
  • Adj. Expense Ratio
    1.950%
  • Expense Ratio 1.950%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Mid-Cap Blend
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 42%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:55 AM GMT+0

Morningstar’s Analysis ETCDX

Will ETCDX outperform in the 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 ETCDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ETCDX 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 ETCDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Eventide Dividend Growth C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings ETCDX

More ETCDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Trane Technologies PLC Class A

4.92 70M
Industrials

nVent Electric PLC

4.70 67M
Industrials

KLA Corp

4.38 62M
Technology

Entergy Corp

3.55 51M
Utilities

Targa Resources Corp

3.49 50M
Energy

GE Vernova Inc

3.15 45M
Industrials

Dell Technologies Inc Ordinary Shares - Class C

3.12 44M
Technology

Royalty Pharma PLC Class A

3.05 43M
Healthcare

Element Solutions Inc

2.94 42M
Basic Materials

Nasdaq Inc

2.70 38M
Financial Services

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