Skip to Content

Eventide Exponential Technologies I ETIEX

Medalist Rating as of | See Eventide Investment Hub
  • NAV / 1-Day Return  / 
  • Total Assets
  • Adj. Expense Ratio
  • Expense Ratio
  • Distribution Fee Level
  • Share Class Type
  • Category
  • Investment Style
  • Min. Initial Investment
  • Status
  • TTM Yield
  • Turnover

Morningstar’s Analysis ETIEX

Will ETIEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Eventide Exponential Technologies I earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ETIEX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 46.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Xometry Inc Ordinary Shares - Class A

10.28 13.1 Mil
Industrials

Palo Alto Networks Inc

4.88 6.2 Mil
Technology

Monday Com

4.40 5.6 Mil

Coursera Inc

4.30 5.5 Mil
Consumer Defensive

CrowdStrike Holdings Inc Class A

4.00 5.1 Mil
Technology

Flywire Corp

3.84 4.9 Mil
Technology

Constellation Software Inc

3.76 4.8 Mil
Technology

Monolithic Power Systems Inc

3.68 4.7 Mil
Technology

Synopsys Inc

3.60 4.6 Mil
Technology

DoubleVerify Holdings Inc

3.41 4.4 Mil
Technology