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Morningstar

Eventide Gilead C ETCGX

Morningstar Medalist Rating
Medalist Rating as of | See Eventide Investment Hub
  • NAV / 1-Day Return 40.54  /  0.76 %
  • Total Assets 3.5 Bil
  • 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 —
  • Turnover 34%

USD | NAV as of Dec 05, 2023 | 1-Day Return as of Dec 05, 2023, 11:12 PM GMT+0

Morningstar’s Analysis ETCGX

Will ETCGX 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 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.

High risks and potential high rewards.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

Eventide Gilead has been a strong long-term performer, but investors need to keep its risks in mind. It maintains Pillar ratings of Above Average for People and Average for Process.

by David Kathman
Rated on Published on

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Portfolio Holdings ETCGX

More ETCGX Holdings
  • Current Portfolio Date
  • Equity Holdings 66
  • Bond Holdings 5
  • Other Holdings 9
  • % Assets in Top 10 Holdings 31.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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