Morningstar

Eventide Gilead Class C ETCGX

Morningstar Medalist Rating
Medalist Rating as of | See Eventide Investment Hub
  • NAV / 1-Day Return 53.71  /  +0.83 %
  • Total Assets 3.3B
  • Adj. Expense Ratio
    2.180%
  • Expense Ratio 2.180%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 60%

USD | NAV as of Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 12:43 AM GMT+0

Morningstar’s Analysis ETCGX

Will ETCGX 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 ETCGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Navigating some challenges.

Director Andrew Daniels

Andrew Daniels

Director

Summary

Despite personnel turnover of late, Eventide Gilead remains a decent offering at the right price. Recent adjustments to some share classes’ Morningstar Medalists Ratings don’t reflect a shift in conviction in the team or approach but instead result from Morningstar’s revised method for calculating excess return opportunities.

by Andrew Daniels
Rated on Published on

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Portfolio Holdings ETCGX

More ETCGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Industrials

Old Dominion Freight Line Inc Ordinary Shares

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Industrials

Scholar Rock Holding Corp

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Healthcare

Mirum Pharmaceuticals Inc

2.44 66M
Healthcare

Toast Inc Class A

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Technology

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