Eventide Healthcare & Life Sciences Fund CLASS C SHARES (ETCHX)

16.67
Net Asset Value
+0.91%
1 Day
+3.48%
Year-to-Date
Overall Morningstar Rating
Health
Style or Category
No Load
Sales Expenses
10.31%
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+5.71% 3 years--
3 months+8.53% 5 years--
1 year+15.52% Since inception+31.93%
Data through --

Peer Comparisonvs. Health

 ETCHXCategory
Performance 5-yr return--+22.12%
Expense ratio10.31%1.47%
Risk 5 year sharpe ratio--1.38
Net assets$105.9M$2.7B
Average market cap$1.4B$28.6B
Average P/E--25.7
Portfolio turnover----

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Fund Management and Purchase Info

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

Holdings

U.S. stock89.64%
Cash6.36%
International stock4.00%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
AGIO Agios Pharmaceuticals Inc3.45%
ATRC AtriCure Inc2.72%
FPRX Five Prime Therapeutics Inc2.48%
ECYT Endocyte Inc2.35%
CMRX Chimerix Inc2.29%
-- Applied Genetic Technologies Corp2.26%
DYAX Dyax Corp2.26%
PRTA Prothena Corp PLC2.24%
ABBV AbbVie Inc2.17%
LGND Ligand Pharmaceuticals Inc2.14%

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