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Eventide Gilead N ETGLX Fund Analysis

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Morningstar’s Analysis ETGLX

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

  • People Pillar

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

Comanager Coming Off Eventide Gilead but Remaining as Analyst; No Change to Rating

null David Kathman

David Kathman

Analyst Note

Anant Goel is being removed as comanager of the Eventide Gilead fund, effective immediately. He will remain with Eventide as a technology analyst, a role he has held since 2016, and as the manager of Eventide Exponential Technologies, a role he has had since that fund's 2020 inception. (That fund has greatly lagged most of its technology Morningstar Category peers in 2024 so far.) Firm founder Finny Kuruvilla will now be the sole manager of Eventide Gilead, as he was from the fund's 2008 inception through 2021. This move does not change the fund's Above Average People rating, which is primarily due to Kuruvilla's impressive background and track record.

by David Kathman
Published on

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