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Eventide Healthcare & Life Sciences Fund Class A Shares (ETAHX)

16.51
Net Asset Value
-3.84%
1 Day
-30.51%
Year-to-Date
Overall Morningstar Rating
Health
Style or Category
5.75
Sales Expenses
1.57%
Expense Ratio
High
Morningstar Risk Rating™
Investment Objective The investment seeks to provide long-term capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in equity and equity-related securities of companies in the healthcare and life sciences sectors, including common stock, options, preferred stock and convertible debt. It is non-diversified.

Performance

1 month-26.91% 3 years+15.17%
3 months-29.60% 5 years--
1 year-21.68% Since inception+19.97%
Data through --

Peer Comparisonvs. Health

 ETAHXCategory
Performance 5-yr return--+21.20%
Expense ratio1.57%1.36%
Risk 5 year sharpe ratio--1.12
Net assets$290.3M$3.4B
Average market cap$1.7B$36.5B
Average P/E--22.4
Portfolio turnover26%26%

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Fund Management and Purchase Info

Fund familyEventide Funds
Fund manager & tenureFinny Kuruvilla / 3 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock88.33%
International stock5.99%
Cash3.81%
Other1.74%
Fixed income0.13%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
COLL Collegium Pharmaceutical Inc3.92%
RARE Ultragenyx Pharmaceutical Inc3.37%
NBIX Neurocrine Biosciences Inc3.25%
DBVT DBV Technologies SA2.85%
BMRN Biomarin Pharmaceutical Inc2.81%
-- 2.68%
PTLA Portola Pharmaceuticals Inc2.64%
KITE Kite Pharma Inc2.59%
BLUE bluebird bio Inc2.58%
ATHN athenahealth Inc2.57%

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