Morningstar

Eventide Mutual Funds

View all of Eventide’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Eventide Mutual Funds List

1 to 25 of 32 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Eventide Gilead Class AETAGXMid-Cap Growth
15.34%151.430%HighFront Load$1,000
Eventide Gilead Class IETILXMid-Cap Growth
15.56%131.180%HighInstitutional$100,000
Eventide Gilead Class NETGLXMid-Cap Growth
15.40%141.380%HighNo Load$1,000
Eventide Core Bond Fund Class I SharesETIRXIntermediate Core Bond
−3.38%800.480%AverageInstitutional$100,000
Eventide Dividend Growth Fund Class IETIDXMid-Cap Blend
11.87%510.950%Above AverageInstitutional$100,000
Eventide Gilead Class CETCGXMid-Cap Growth
14.70%162.180%HighLevel Load$1,000
Eventide Balanced Fund Class NETNMXModerate Allocation
5.51%651.020%Above AverageNo Load$1,000
Eventide Balanced Fund Class AETAMXModerate Allocation
5.46%661.070%Above AverageFront Load$1,000
Eventide Large Cap Focus Fund Class NETLNXLarge Blend
11.37%621.140%HighNo Load$1,000
Eventide Exponential Technologies Fund Class I ShareETIEXTechnology
29.07%581.350%HighInstitutional$100,000
Eventide Healthcare & Life Sciences Fund Class A SharesETAHXHealth
2.76%791.560%HighFront Load$1,000
Eventide Healthcare & Life Sciences Fund CLASS I SHARESETIHXHealth
2.97%771.310%HighInstitutional$100,000
Eventide Large Cap Focus Fund Class IETLIXLarge Blend
11.59%600.940%HighInstitutional$100,000
Eventide Large Cap Focus Fund Class CETLCXLarge Blend
10.79%661.940%HighLevel Load$1,000
Eventide Healthcare & Life Sciences Fund CLASS N SHARESETNHXHealth
2.82%781.510%HighNo Load$1,000
Eventide Exponential Technologies Fund Class N ShareETNEXTechnology
28.93%591.550%HighNo Load$1,000
Eventide Core Bond Fund Class N SharesETNRXIntermediate Core Bond
−3.52%870.680%Above AverageNo Load$1,000
Eventide Exponential Technologies Fund Class A ShareETAEXTechnology
28.90%591.600%HighFront Load$1,000
Eventide Limited-Term Bond Fund Class NETNBXShort-Term Bond
−0.78%900.650%Above AverageNo Load$1,000
Eventide Core Bond Fund Class A SharesETARXIntermediate Core Bond
−3.51%870.730%Below AverageFront Load$1,000
Eventide Balanced Fund Class IETIMXModerate Allocation
5.66%620.820%AverageInstitutional$100,000
Eventide Limited-Term Bond Fund Class AETABXShort-Term Bond
−0.92%910.700%AverageFront Load$1,000
Eventide Dividend Growth Fund Class NETNDXMid-Cap Blend
11.71%531.150%Above AverageNo Load$1,000
Eventide Limited-Term Bond Fund Class IETIBXShort-Term Bond
−0.72%890.450%AverageInstitutional$100,000
Eventide Dividend Growth Fund Class CETCDXMid-Cap Blend
11.01%581.950%Above AverageLevel Load$1,000

Eventide Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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