Eventide Gilead Fund (ETILX.O)

At A Glance

You hold ETILX.O in 0 portfolios

Net Asset Value

40.49USD

 -0.31 -0.76%

09/13/2019

Category
US Diversified Equity
YTD Return (Cumulative)
 25.47%
Classification
Mid-Cap Growth
5 Year Return (Annualized)
 12.05%
Manager Benchmark
Lipper Mid-Cap Growth IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 since January, 2010 »

 ETILX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyEventide Asset Management LLC
Inception Date02/02/2010
Portfolio Turnover38%
Dividend Yield--
Fund ManagerKuruvilla/Barksdale
Manager Tenure2010
Eventide Asset Management LLC
60 State Street
Boston, MA 02109

Fees, Expenses, & Minimums

Load TypeInstitutional
Total Expense Ratio1.20%
Max 12b-1 Fee Ratio--
Early Redemption Fee--
Initial Investment$100,000
Subsequent Investments$50
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks to provide long-term capital appreciation. The Fund invests primarily in a broad range of equity securities without limitation to market capitalization. The Fund seeks to invest in attractively valued securities that, in its opinion, represent above-average long-term investment opportunities.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
371
Consistent Return
 
371
Capital Preservation
 
12229
Low Expense
 
203
Tax Efficiency (U.S. only)
 
371

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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