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Eventide Healthcare & Life Sciences C (ETCHX)

45.52 -0.83 (-1.79%)
At close: 8:01:07 PM EST

Fund Summary

Under normal market conditions, the fund invests 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 may invest without limitation in securities of companies domiciled outside the United States either directly or through American Depositary Receipts ("ADRs"). The fund may invest in securities of companies of any market capitalization.

Eventide Healthcare & Life Sciences C

Willow Grove, PA19090
630-a Fitzwatertown Road 2nd Floor
866-447-4228

Fund Overview

Category Health
Fund Family Eventide Funds
Net Assets 1.65B
YTD Return 4.72%
Yield 0.00%
Morningstar Rating
Inception Date Dec 27, 2012

Fund Operations

Last Dividend 0.28
Last Cap Gain 33.00
Holdings Turnover 87.00%
Average for Category --

Fees & Expenses

Expense ETCHX Category Average
Annual Report Expense Ratio (net)
2.31% 1.03%
Prospectus Net Expense Ratio
2.31% --
Prospectus Gross Expense Ratio
2.31% --
Max 12b1 Fee
-- --
Max Front End Sales Load
-- 5.37%
Max Deferred Sales Load
-- 1.19%
3 Yr Expense Projection
0 --
5 Yr Expense Projection
0 --
10 Yr Expense Projection
0 --

Management Information

I-hung Shih, PhD, serves as Co-Portfolio Manager for Eventide’s Healthcare Strategy, as well as a Managing Director for Eventide Ventures. Prior to joining Eventide, Dr. Shih was Co-Head of the Biotech Private Investments team at Wellington Management. She also served as Global Industry Analyst and Co-Manager for Wellington’s Small-cap and SMID Cap Biotech Strategies. Before her tenure at Wellington Management, Dr. Shih was a Senior Biotech Analyst at T. Rowe Price, covering US biotech companies and Co-Managing the Institutional US Structured Research Fund. She also served as the Lead Officer for US biopharma investment in public and private equity at Temasek International and as an Associate in investment banking on the Credit Suisse Biotech Team. Prior to this, she was a Senior Scientist and Senior Manager at Gilead Sciences. Dr. Shih holds an MBA from the Wharton School, University of Pennsylvania, a PhD in Biochemistry from Duke University, and a BS in Chemistry from National Taiwan University. Additionally, she was a research fellow at the Whitehead Institute at MIT and the National Institutes of Health.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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