About ETABX
Eventide Limited-Term Bond Fund Class A is an actively managed mutual fund focused on **shorter-maturity, income-producing securities**. The fund seeks to generate current income while managing interest-rate risk by emphasizing **limited-term bonds** and other fixed income instruments with improving credit characteristics and attractive yield profiles. A distinctive element of the strategy is its **values-driven security selection**, investing in issuers the adviser deems to be serving customers, employees, suppliers, communities, the environment, and society well, integrating a principles-based approach alongside traditional credit analysis. The portfolio typically spans **corporate bonds** and related debt securities, with attention to **credit quality improvement** and **discounted valuations** as potential drivers of total return. Within the broader market, the fund aims to occupy the role of a **conservative core or satellite fixed income allocation**, offering diversification and a shorter duration profile relative to broad bond markets, which can help temper sensitivity to rate moves while maintaining an income focus. Data providers and platforms track its performance, holdings, and characteristics for transparency and ongoing evaluation.
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
ETABX had a total return of 0.07% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.71%.
