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Eventide Dividend Growth A (ETADX)

17.54
-0.03
(-0.17%)
At close: 8:00:37 PM EDT
Loading Chart for ETADX
  • Previous Close 17.57
  • YTD Return -2.05%
  • Expense Ratio 1.20%
  • Category Mid-Cap Blend
  • Last Cap Gain 2.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 1.08B
  • Beta (5Y Monthly) 1.01
  • Yield 0.43%
  • 5y Average Return --
  • Holdings Turnover 38.00%
  • Last Dividend 0.02
  • Inception Date Sep 29, 2017

The fund seeks to achieve its investment objective by investing in securities with dividend growth attributes, which may include historical dividend growth characteristics and/or strong free cash flow generation and healthy balance sheet characteristics. Under normal circumstances, at least 80% of the fund’s net assets (plus the amount of borrowings for investment purposes) is invested in the securities of companies that the Adviser believes have the ability to increase dividends over the long term.

Eventide Funds

Fund Family

Mid-Cap Blend

Fund Category

1.08B

Net Assets

2017-09-29

Inception Date

Performance Overview: ETADX

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Trailing returns as of 4/15/2025. Category is Mid-Cap Blend.

YTD Return

ETADX
2.05%
Category
17.04%
 

1-Year Return

ETADX
2.33%
Category
50.44%
 

3-Year Return

ETADX
5.93%
Category
13.15%
 

5-Year Return

ETADX
16.10%
Category
13.75%
 

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Holdings: ETADX

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Sector Weightings

SectorETADX
Industrials   20.49%
Technology   15.50%
Utilities   11.75%
Energy   10.93%
Real Estate   6.47%
Healthcare   6.14%

Recent News: ETADX

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Research Reports: ETADX

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