Eventide Limitedterm is trading at 9.92 as of the 19th of December 2024; that is 0.3 percent decrease since the beginning of the trading day. The fund's open price was 9.95. Eventide Limitedterm 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 20th of September 2024 and ending today, the 19th of December 2024. Click here to learn more.
The fund seeks to achieve its objective through investments in income-producing securities issued by entities deemed by the adviser to be serving well the needs of customers, employees, suppliers, communities, the environment, and society broadly. Under normal circumstances, the fund invests at least 80 percent of its net assets in bonds. More on Eventide Limitedterm Bond
Eventide Limitedterm Bond [ETCBX] is traded in USA and was established 19th of December 2024. Eventide Limitedterm is listed under Eventide Funds category by Fama And French industry classification. The fund is listed under Short-Term Bond category and is part of Eventide Funds family. This fund currently has accumulated 66.25 M in assets under management (AUM) with no minimum investment requirementsEventide Limitedterm Bond is currently producing year-to-date (YTD) return of 3.13% with the current yeild of 0.0%, while the total return for the last 3 years was 0.28%.
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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 Limitedterm Bond 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 Limitedterm Bond Mutual Fund Constituents
Other Information on Investing in Eventide Mutual Fund
Eventide Limitedterm 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 Limitedterm security.