Morningstar

Eventide Gilead A ETAGX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Eventide Investment Hub

Morningstar’s Analysis ETAGX

Will ETAGX 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 ETAGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ETAGX 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 ETAGX’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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