Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

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

21.67
Net Asset Value
-0.37%
1 Day
-6.76%
Year-to-Date
Overall Morningstar Rating
Health
Style or Category
No Load
Sales Expenses
2.32%
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+8.46% 3 years+12.87%
3 months+19.20% 5 years--
1 year-4.47% Since inception+19.84%
Data through --

Peer Comparisonvs. Health

 ETCHXCategory
Performance 5-yr return--+15.57%
Expense ratio2.32%1.32%
Risk 5 year sharpe ratio--1.19
Net assets$313.0M$3.2B
Average market cap$1.5B$37.2B
Average P/E--20.2
Portfolio turnover28%28%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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. stock84.40%
International stock7.79%
Cash4.19%
Fixed income2.65%
Other0.96%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
SUPN Supernus Pharmaceuticals Inc3.89%
FPRX Five Prime Therapeutics Inc3.70%
LOXO Loxo Oncology Inc3.08%
DBVT DBV Technologies SA2.70%
SGEN Seattle Genetics Inc2.62%
ONCE Spark Therapeutics Inc2.54%
TSRO TESARO Inc2.51%
KITE Kite Pharma Inc2.46%
CELG Celgene2.46%
ATHN athenahealth Inc2.34%