Morningstar

Eventide Gilead N ETGLX

Morningstar Medalist Rating
Medalist Rating as of | See Eventide Investment Hub
  • NAV / 1-Day Return 50.03  /  +0.26 %
  • Total Assets 3.2 Bil
  • Adj. Expense Ratio
    1.380%
  • Expense Ratio 1.380%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 36%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis ETGLX

Will ETGLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ETGLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ETGLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ETGLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This fund features an impressive manager but a strategy that leads to volatility.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

The demotion of a comanager hasn’t had a major effect on Eventide Gilead, which remains an interesting but risky fund. It maintains pillar ratings of Above Average for People and Average for Process.

by David Kathman
Rated on Published on

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Portfolio Holdings ETGLX

More ETGLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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