Nasdaq - Delayed Quote USD

Eventide Exponential Technologies A (ETAEX)

12.84
+0.07
+(0.55%)
At close: 8:00:37 PM EDT

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
10
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
0.5
Min Subsequent Investment, AIP
1

Broker Availability

  • Cetera Advisor Networks LLC
  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • JPMorgan
  • Vanguard
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Ameriprise Brokerage
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • RBC Wealth Management-Advisory Eligible
  • Ameriprise SPS Advantage
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • Ameriprise Financial
  • Thrivent – Advisory Eligible
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • Securities America Inc.
  • Vanguard TF
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Ameriprise SPS Advisor
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Thrivent – Retail Eligible
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in companies that the Adviser believes are participating in and benefitting from technologies, innovations, technology themes, or technology trends. The fund may invest in private and other companies whose securities may have legal or contractual restrictions on resale or are otherwise illiquid. It is non-diversified.

Fund Overview

Category Technology
Fund Family Eventide Funds
Net Assets 89.29M
YTD Return -10.99%
Yield 0.00%
Morningstar Rating
Inception Date Jun 30, 2020

Performance & Risk

YTD Return -1.58%
5y Average Return 0.00%
Rank in Category (ytd) 72
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

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