Morningstar

Eventide Large Cap Focus Fund Class C ETLCX

Morningstar Medalist Rating
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Medalist Rating as of See Eventide Investment Hub
  • NAV / 1-Day Return $16.43  /  −0.90 %
  • Fund Size $198.6M
  • Adjusted Expense Ratio 1.940%
  • Net Expense Ratio 1.940%
  • Fee Level: Distribution High
  • Share Class Type Level Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield < 0.01%
  • Turnover Ratio 30%
NAV and 1-Day Return as of

Morningstar’s Analysis ETLCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Eventide Large Cap Focus C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings ETLCX

More ETLCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.27 13M
Technology

GE Vernova Inc

6.01 12M
Industrials

Broadcom Inc

4.81 10M
Technology

Trane Technologies PLC Class A

4.37 9M
Industrials

Linde PLC

4.28 9M
Basic Materials

Royalty Pharma PLC Class A

4.08 8M
Healthcare

Dell Technologies Inc Ordinary Shares - Class C

3.45 7M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.31 7M
Technology

American Express Co

3.30 7M
Financial Services

KLA Corp

3.26 7M
Technology

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