Eventide Global Dividend Fund Quote
| ETCDX Fund | USD 18.12 0.13 0.71% |
PerformanceVery Weak
| Odds Of DistressLow
|
Eventide Global is trading at 18.12 as of the 22nd of March 2025; that is 0.71 percent down since the beginning of the trading day. The fund's open price was 18.25. Eventide Global has about a 23 % 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 22nd of December 2024 and ending today, the 22nd of March 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
| 0.91 | ETAMX | Eventide Multi Asset | PairCorr |
| 0.83 | ETAHX | Eventide Healthcare Life | PairCorr |
| 0.94 | ETAGX | Eventide Gilead | PairCorr |
| 0.89 | ETAEX | Eventide Exponential | PairCorr |
| 0.92 | ETADX | Eventide Global Dividend | PairCorr |
Moving against Eventide Mutual Fund
Eventide Mutual Fund Highlights
| Fund Concentration | Eventide Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Eventide Funds, Large, Mid-Cap Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Eventide Global Dividend [ETCDX] is traded in USA and was established 22nd of March 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 2.77%, while the total return for the last 3 years was 5.34%.
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
| CMS | CMS Energy | Stock | Utilities | |
| ARE | Alexandria Real Estate | Stock | Real Estate | |
| WEC | WEC Energy Group | Stock | Utilities | |
| NDAQ | Nasdaq Inc | Stock | Financials | |
| LOB | Live Oak Bancshares | Stock | Financials | |
| FHN | First Horizon National | Stock | Financials | |
| FHB | First Hawaiian | Stock | Financials | |
| WM | Waste Management | Stock | Industrials |
Eventide Global Dividend Risk Profiles
| Mean Deviation | 0.8163 | |||
| Standard Deviation | 1.11 | |||
| Variance | 1.24 | |||
| Risk Adjusted Performance | (0.07) |
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.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance |