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Eventide Gilead I (ETILX)

50.47 +0.44 (+0.88%)
At close: 8:00 PM EDT

Fund Summary

Normally, the fund invests primarily in a broad range of equity securities of any market capitalization. It may invest without limitation in securities in companies domiciled outside the United States either directly or through ADRs. From time to time, the fund may invest a substantial portion of its assets in the stock of companies in one or more sectors of the economy, such as the technology, industrial, healthcare and life sciences sectors.

Eventide Gilead I

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

Fund Overview

Category Mid-Cap Growth
Fund Family Eventide Funds
Net Assets 3.88B
YTD Return 2.95%
Yield 0.00%
Morningstar Rating
Inception Date Feb 02, 2010

Fund Operations

Last Dividend --
Last Cap Gain 29.00
Holdings Turnover 34.00%
Average for Category --

Fees & Expenses

Expense ETILX Category Average
Annual Report Expense Ratio (net) 1.18% 1.09%
Prospectus Net Expense Ratio 1.18% --
Prospectus Gross Expense Ratio 1.18% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Anant Goel serves as Portfolio Manager for the Eventide Exponential Technologies Fund and Senior Research Analyst on other Eventide funds. Mr. Goel has a diverse background having grown up and lived in India, Hong Kong, UK, USA and China, which combined with his academic and professional interests, allow him to incorporate a diverse set of perspectives in his investment decision process. He has been passionate about responsible investing from early in his career. He has served as a Research Analyst at Eventide since 2016, leading its technology focused research. In 2015, during his M.B.A. program, he worked at Adage Capital Management, a long/short hedge fund. From 2011-2014, he served as an Analyst for NewQuest Capital Partners, a Private Equity firm in Hong Kong, where he was responsible for evaluating new investment opportunities for funds across Asia. From 2008-2011, he lived and worked in Beijing, China where he studied Mandarin and worked on start-up companies and other investment projects. Mr. Goel holds an M.B.A. from the MIT Sloan School of Management where he was selected as a Teaching Assistant (TA) for finance courses for both Executive M.B.A. and M.B.A. students. He also holds a Bachelors of Science (HONS) from the University of Warwick, UK in Economics.

Morningstar Style Box

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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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