Eventide Gilead Retail Class 630 Fitzwatertown Road Building A, 2nd Floor Map
Phone: 877-453-7877
| Category: | Mid-Cap Growth | | Fund Family: | Eventide Funds | | Net Assets: | 2.45M | | Year-to-Date Return: | 22.62% | | Yield: | 0.36% | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Jul-08 |
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Finny Kuruvilla
Lead Manager since
01-Jul-08 | | | Kuruvilla, M.D., Ph.D., is a portfolio manager with Eventide Funds, his employer since 2008. Kuruvilla serves as principal at Clarus Ventures (since 2008), a health care venture capital firm. He has served as research fellow at the Broad Institute of Harvard and MIT in medical genetics (2006-2008). Kuruvilla did his residency at the Brigham & Women's Hospital (2003-2006) and his fellowship in transfusion medicine at Harvard Medical School (2006-2007). |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to provide long-term capital appreciation. The fund invests primarily in a broad range of equity securities without limitation to market capitalization. It may invest in securities in companies domiciled outside the United States either directly or through American Depositary Receipts. |
| Last Dividend
(31-Dec-08):
| 0.01 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 339.00% | | Average for Category:
| 130.04% |
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| Expense | ETGLX | Category Avg | | Total Expense Ratio: | 1.70%
| 1.46% | | Max 12b1 Fee: | 0.20%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ 1,502 | $716 | | 5 Yr Expense Projection*: |
$ 3,581 | $1,049 | | 10 Yr Expense Projection*: |
$ 7,775 | $2,071 |
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