Eventide Large Cap Focus Fund Class N ETLNX
Strategy
The investment seeks to provide long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets in large capitalization companies. The fund manager considers its investment in derivatives, based on their marked to market value, when determining its compliance with this test. Large capitalization companies are defined as companies with market capitalizations at the time of purchase in the range of those market capitalizations of companies included in the S&P 500 Index. The fund is non-diversified.
Ticker | Name | Share Class Type | Investment Status | Morningstar Rating for Funds Overall | Medalist Rating Overall | Inception Date | Total Net Assets for Share Class | Adjusted Expense Ratio | Fee Level Distribution | Minimum Initial Investment | 1-Year Net Flow |
|---|---|---|---|---|---|---|---|---|---|---|---|
ETLNX | Eventide Large Cap Focus Fund Class N | No Load | Open | $7.22M | 0.950% | High | $1,000 | −$2.56M | |||
ETLIX | Eventide Large Cap Focus Fund Class I | Institutional | Open | $178.18M | 0.750% | High | $100,000 | $3.03M | |||
ETLAX | Eventide Large Cap Focus Fund Class A | Front Load | Open | $14.61M | 1.000% | High | $1,000 | $6.50M | |||
ETLCX | Eventide Large Cap Focus Fund Class C | Level Load | Open | $2.05M | 1.750% | High | $1,000 | $427,771.76 |