Nasdaq - Delayed Quote USD

Eventide Core Bond C (ETCRX)

7.90 +0.02 (+0.25%)
At close: April 26 at 8:00 PM EDT

Fund Summary

The fund seeks to achieve its objective through investments in income-producing securities issued by entities deemed by the Adviser to be serving well the needs of customers, employees, suppliers, communities, the environment, and society broadly. The fund may invest in bonds of any maturity and, under normal market conditions, the bonds held by the fund have a weighted average duration between three years and nine years.

Eventide Core Bond C

Willow Grove, PA19090
630-a Fitzwatertown Road 2nd Floor
866-447-4228

Fund Overview

Category Intermediate Core Bond
Fund Family Eventide Funds
Net Assets 130.09M
YTD Return -0.85%
Yield 2.11%
Morningstar Rating
Inception Date Jul 31, 2020

Fund Operations

Last Dividend 0.05
Last Cap Gain -24.00
Holdings Turnover 57.00%
Average for Category --

Fees & Expenses

Expense ETCRX Category Average
Annual Report Expense Ratio (net) 1.58% 0.61%
Prospectus Net Expense Ratio 1.58% --
Prospectus Gross Expense Ratio 1.81% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 3.78%
Max Deferred Sales Load -- 1.18%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

David M. Dirk, Lead Manager since July 31, 2020
David M. Dirk, CFA, is Director of Portfolio Management and Trading. David joined Duff & Phelps Investment Management Co., predecessor to Boyd Watterson, in 1996. David holds a CFA Charter from CFA Institute, an MBA from Case Western Reserve University, and a BA from Baldwin Wallace University. He is also a member of the CFA Society of Cleveland and CFA Institute.

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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