Morningstar

Eventide Dividend Growth Fund Class C ETCDX

Morningstar Medalist Rating
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Medalist Rating as of See Eventide Investment Hub
  • NAV / 1-Day Return $20.76  /  −1.05 %
  • Fund Size $1.3B
  • Adjusted Expense Ratio 1.950%
  • Net Expense Ratio 1.950%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 42%
NAV and 1-Day Return as of

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
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Utilities

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Dell Technologies Inc Ordinary Shares - Class C

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Element Solutions Inc

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Basic Materials

Nasdaq Inc

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Financial Services

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