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

25.27
Net Asset Value
+0.20%
1 Day
+20.68%
Year-to-Date
Overall Morningstar Rating
Health
Style or Category
5.75
Sales Expenses
1.75%
Expense Ratio
--
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+1.69% 3 years--
3 months+11.37% 5 years--
1 year+70.17% Since inception+42.47%
Data through --

Peer Comparisonvs. Health

 ETAHXCategory
Performance 5-yr return--+22.35%
Expense ratio1.75%1.42%
Risk 5 year sharpe ratio--1.48
Net assets$227.3M$3.7B
Average market cap$1.6B$35.4B
Average P/E--24.6
Portfolio turnover33%33%

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Fund Management and Purchase Info

Fund familyEventide Funds
Fund manager & tenureFinny Kuruvilla / 2 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock85.45%
Cash12.92%
International stock1.62%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
BLUE bluebird bio Inc4.37%
VCYT Veracyte Inc3.83%
TTPH Tetraphase Pharmaceuticals Inc3.70%
FPRX Five Prime Therapeutics Inc2.96%
CMRX Chimerix Inc2.88%
DYAX Dyax Corp2.85%
AGIO Agios Pharmaceuticals Inc2.58%
MDVN Medivation Inc2.42%
CEMP Cempra Inc2.42%
MGNX MacroGenics Inc2.30%

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