Eventide Multi Asset Income Fund Quote
| ETAMX Fund | USD 14.66 0.09 0.62% |
PerformanceVery Weak
| Odds Of DistressLow
|
Eventide Multi-asset is trading at 14.66 as of the 16th of February 2025; that is 0.62% up since the beginning of the trading day. The fund's open price was 14.57. Eventide Multi-asset has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 17th of January 2025 and ending today, the 16th of February 2025. Click here to learn more.
The fund has significant flexibility to achieve its investment objective by primarily investing in a broad universe of income-producing securities. These securities include debt and equity securities of companies in the U.S. and other markets around the world. More on Eventide Multi Asset Income
Moving together with Eventide Mutual Fund
Eventide Mutual Fund Highlights
| Fund Concentration | Eventide Funds, Large Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Eventide Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Eventide Multi Asset Income [ETAMX] is traded in USA and was established 16th of February 2025. Eventide Multi-asset is listed under Eventide Funds category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Eventide Funds family. This fund currently has accumulated 333.04 M in assets under management (AUM) with no minimum investment requirementsEventide Multi Asset is currently producing year-to-date (YTD) return of 3.24% with the current yeild of 0.02%, while the total return for the last 3 years was 5.17%.
Check Eventide Multi-asset 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 Multi Asset Income 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 Multi Asset Income Mutual Fund Constituents
| PNR | Pentair PLC | Stock | Industrials | |
| WEC | WEC Energy Group | Stock | Utilities | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| TT | Trane Technologies plc | Stock | Industrials | |
| STE | STERIS plc | Stock | Health Care | |
| PLD | Prologis | Stock | Real Estate | |
| APTV | Aptiv PLC | Stock | Consumer Discretionary | |
| DHI | DR Horton | Stock | Consumer Discretionary |
Eventide Multi Asset Risk Profiles
| Mean Deviation | 0.4157 | |||
| Standard Deviation | 0.5892 | |||
| Variance | 0.3471 | |||
| Risk Adjusted Performance | (0.02) |
Eventide Multi-asset Against Markets
Other Information on Investing in Eventide Mutual Fund
Eventide Multi-asset 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 Multi-asset security.
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