Dow Up0.04% Nasdaq Up0.89%

Eventide Healthcare & Life Sciences A (ETAHX)

18.88 Up 0.55(3.00%) Nov 24

Profile as of Oct 30, 2014Get Profile for:
Eventide Healthcare & Life Sciences A
630-a Fitzwatertown Road2nd Floor
Phone: 877-771-3836
Fund Overview 
Fund Family:Eventide Funds
Net Assets:120.96M
Year-to-Date Return:12.63%
Morningstar Rating:N/A
Fund Inception Date:Dec 27, 2012
Morningstar Style Box 
[View Category Definition]
View Top Health Funds
About the Morningstar Style Box
Management Information 
Finny Kuruvilla
Lead Manager since Dec 27, 2012
Finny Kuruvilla holds an MD from Harvard Medical School, a PhD in Chemistry and Chemical Biology from Harvard University, a master’s degree in Electrical Engineering and Computer Science from MIT. Finny Kuruvilla has been a co-portfolio manager for the Eventide Gilead Fund since inception in July 2008 & manager of the Eventide Healthcare & Life Sciences Fund since inception in December 2012. Dr. Kuruvilla is also currently a Principal at Clarus Ventures, a healthcare and life sciences venture capital firm.
Investment Information 
Min Initial Investment:1,000
Min Initial Investment, IRA:1,000
Min Initial Investment, AIP:100
Min Subsequent Investment:50
Min Subsequent Investment, IRA:50
Min Subsequent Investment, AIP:50
ETAHX can be purchased from 19 brokerages.

Fund Summary 
The investment seeks to provide long-term capital appreciation. Under normal market conditions, the fund will invest 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 is non-diversified.

Fund Operations 
Last Dividend : N/A
Last Cap Gain : N/A
Annual Holdings Turnover : 33.00%
Average for Category:53.85%
Fees & Expenses 
ExpenseETAHXCategory Avg
Annual Report Expense Ratio (net):1.68%1.43%
Prospectus Net Expense Ratio:1.69%N/A
Prospectus Gross Expense Ratio:1.75%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:5.75%5.28%
Max Deferred Sales Load: N/A2.37%
3 Yr Expense Projection*:1,089667
5 Yr Expense Projection*:1,4641,042
10 Yr Expense Projection*:2,5142,038
* Per $10,000 invested