Despite personnel turnover of late, Eventide Healthcare & Life Sciences remains a decent offering. 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.
Eventide Healthcare & Life Sciences Fund CLASS C SHARES ETCHX
- NAV / 1-Day Return 49.48 / −0.10 %
- Total Assets 1.7B
-
Adj. Expense Ratio
2.310%
- Expense Ratio 2.310%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Health
- Investment Style Small Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 41%
USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 10:26 PM GMT+0
Morningstar’s Analysis ETCHX
Will ETCHX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 32.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Guardant Health Inc | 4.07 | 65M | Healthcare |
Mirum Pharmaceuticals Inc | 4.02 | 64M | Healthcare |
Insmed Inc | 3.78 | 60M | Healthcare |
Us Bank Mmda - Usbgfs 9 | 3.65 | 58M | Cash and Equivalents |
Belite Bio Inc ADR | 3.59 | 57M | Healthcare |
Kymera Therapeutics Inc Ordinary Shares | 3.28 | 52M | Healthcare |
Vaxcyte Inc Ordinary Shares | 3.03 | 48M | Healthcare |
Apogee Therapeutics Inc | 2.96 | 47M | Healthcare |
Ionis Pharmaceuticals Inc | 2.72 | 43M | Healthcare |
argenx SE ADR | 2.26 | 36M | Healthcare |
United States