About ETIMX
Eventide Balanced Fund Class I is a diversified mutual fund designed to provide a balance between current income and the potential for capital appreciation. As a moderate allocation fund, it invests across a wide array of income-producing securities, blending equities and fixed income to achieve its objectives. The fund demonstrates significant flexibility in its asset allocation, with notable exposure to sectors like industrials, energy, technology, financials, healthcare, and real estate. Its portfolio typically features a mix of mid-cap and large-cap companies, as reflected in holdings such as Arthur J. Gallagher & Co, Trane Technologies, and Williams Companies. Launched in 2015, the fund emphasizes a balanced investment style, aiming to manage risk through diversification and maintaining medium credit quality and limited interest rate sensitivity. Eventide Balanced Fund Class I plays a role in portfolios seeking a moderate approach to both growth and income, appealing to investors who want a single vehicle for exposure to multiple asset classes within the U.S. market.
Fund Family Eventide Funds
Category Allocation--50% to 70% Equity
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol ETIMX
Share Class Class I
Index Russell MidCap TR
ETIMX had a total return of 11.14% in the past year, including dividends.
Since the fund's inception, the average annual return has been 7.99%.
