Eventide Global Dividend Fund Quote

ETADX Fund  USD 19.62  0.37  1.92%   

Performance

2 of 100

 
Weak
 
Strong
Weak

Odds Of Distress

Less than 22

 
High
 
Low
Low
Eventide Global is trading at 19.62 as of the 30th of January 2025; that is 1.92 percent up since the beginning of the trading day. The fund's open price was 19.25. Eventide Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 12th of March 2023 and ending today, the 30th of January 2025. Click here to learn more.
The fund seeks to achieve its investment objective by investing in securities with dividend growth attributes, which may include historical dividend growth characteristics andor strong free cash flow generation and healthy balance sheet characteristics. More on Eventide Global Dividend

Moving together with Eventide Mutual Fund

  0.67ETARX Eventide Core BondPairCorr
  0.95ETAMX Eventide Multi AssetPairCorr
  0.74ETAGX Eventide GileadPairCorr

Eventide Mutual Fund Highlights

Fund ConcentrationEventide Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Eventide Funds, Large, Mid-Cap Blend (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of November 2022
Fiscal Year EndJune
Eventide Global Dividend [ETADX] is traded in USA and was established 30th of January 2025. Eventide Global is listed under Eventide Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Eventide Funds family. This fund currently has accumulated 573.87 M in assets under management (AUM) with no minimum investment requirementsEventide Global Dividend is currently producing year-to-date (YTD) return of 6.96% with the current yeild of 0.0%, while the total return for the last 3 years was 9.32%.
Check Eventide Global Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Eventide Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Eventide Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Eventide Global Dividend Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Eventide Global Dividend Mutual Fund Constituents

CMSCMS EnergyStockUtilities
FRCFIRST REP BKStockFinancials
ITTITT IncStockIndustrials
BEPCBrookfield Renewable CorpStockUtilities
ODFLOld Dominion FreightStockIndustrials
ENTGEntegrisStockInformation Technology
NDAQNasdaq IncStockFinancials
LOBLive Oak BancsharesStockFinancials
More Details

Eventide Global Dividend Risk Profiles

Eventide Global Against Markets

Other Information on Investing in Eventide Mutual Fund

Eventide Global financial ratios help investors to determine whether Eventide Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Eventide with respect to the benefits of owning Eventide Global security.
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