About ETNBX
Eventide Limited-Term Bond Fund Class N is an actively managed mutual fund focused on generating income with a shorter duration profile to mitigate interest-rate sensitivity. The fund invests primarily in limited-term corporate and securitized bonds, targeting issuers with a positive yield advantage, discounted valuations, and improving credit characteristics. It applies a values-driven investment approach, emphasizing fundamentals such as cash flow durability, balance sheet strength, and catalysts for credit improvement across sectors including industrials, healthcare, technology-enabled services, and asset-backed markets. Designed to sit between cash-like instruments and core bond allocations, it seeks to provide a conservative income solution with lower duration risk than traditional intermediate bond funds while maintaining diversified exposure. The strategy prioritizes risk management through credit research, security selection, and attention to downside protection, aiming to balance income generation with capital preservation. Its role in the market is to offer investors a disciplined, short-to-intermediate fixed income option that can complement broader fixed income allocations by smoothing volatility and enhancing portfolio stability across interest-rate cycles.
Fund Family Eventide Funds
Category Short-Term Bond
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol ETNBX
Share Class Class N
Index Bloomberg 1-5 Y Govt/Credit Float Adj TR
ETNBX had a total return of 6.48% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.93%.
