Eventide Limited-Term Bond Fund Class A (ETABX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
10.11
+0.01 (0.10%)
At close: Apr 2, 2026
Fund Assets204.37M
Expense Ratio0.80%
Min. Investment$1,000
Turnover7.00%
Dividend (ttm)0.37
Dividend Yield3.48%
Dividend Growth9.50%
Payout FrequencyMonthly
Ex-Dividend DateMar 30, 2026
Previous Close10.10
YTD Return0.03%
1-Year Return4.26%
5-Year Return7.86%
52-Week Low9.95
52-Week High10.25
Beta (5Y)n/a
Holdings114
Inception DateJul 28, 2010

About ETABX

Eventide Limited-Term Bond Fund Class A is a mutual fund designed to generate income through a portfolio of short-duration, income-producing debt securities. It primarily invests in bonds and fixed-income instruments with limited maturities, focusing on entities selected by the fund's adviser for their financial stability and yield potential. This approach aims to provide steady income while managing interest rate sensitivity through its limited-term strategy, typically emphasizing investment-grade and select higher-yield securities across various sectors such as corporate, municipal, and government-related issuers. The fund serves investors seeking reliable current income with moderated volatility compared to longer-term bond funds, fitting into diversified fixed-income allocations in broader portfolios. Managed by Eventide Investments, it incorporates a disciplined selection process to balance yield and credit quality. Founded in 2009 and headquartered in the United States, Eventide Limited-Term Bond Fund Class A plays a role in the short-term bond market segment, offering an option for conservative income-oriented strategies within the mutual fund landscape.

Fund Family Eventide Funds
Category Short-Term Bond
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol ETABX
Share Class Class A
Index Bloomberg 1-5 Y Govt/Credit Float Adj TR

Performance

ETABX had a total return of 4.26% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.42%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
ETIBXClass I0.55%
ETNBXClass N0.75%
ETCBXClass C1.55%

Dividend History

Ex-DividendAmountPay Date
Mar 30, 2026$0.0341Mar 31, 2026
Feb 26, 2026$0.0286Feb 27, 2026
Jan 29, 2026$0.030Jan 30, 2026
Dec 29, 2025$0.0383Dec 30, 2025
Nov 26, 2025$0.0271Nov 28, 2025
Oct 30, 2025$0.0345Oct 31, 2025
Full Dividend History