Eventide Gilead I (ETILX) Fund Ranking and Research

Ranking, Research and Recommendation of Eventide Gilead I (ETILX) Fund

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Fund Manager - Finny Kuruvilla

Fund Manager Information

Fund Manager Tenure: 10.8 years
Similar Funds: ETGLX 
Fund Family: Eventide Funds
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)
Kuruvilla, M.D., Ph.D., is a portfolio manager with Eventide Funds, his employer since 2008. Kuruvilla serves as principal at Clarus Ventures (since 2008), a health care venture capital firm. He has served as research fellow at the Broad Institute of Harvard and MIT in medical genetics (2006-2008). Kuruvilla did his residency at the Brigham & Women's Hospital (2003-2006) and his fellowship in transfusion medicine at Harvard Medical School (2006-2007).  Get more insights on Finny Kuruvilla

 

Eventide Gilead I Fund (ETILX) Profile

Fund Profile and Description

Eventide Gilead I Fund seeks to provide long-term capital appreciation. Eventide Gilead I Fund invests primarily in a broad range of equity securities without limitation to market capitalization. It may invest without limitation in securities in companies domiciled outside the United States either directly or through ADRs. Eventide Gilead I Fund may also invest in community development institutions that serve the financial needs of low-to-moderate income families and communities to be consistent with the advisor’s value.

 

 What we like about Eventide Gilead I (ETILX) Fund

Data for Eventide Gilead I Fund (ETILX) as of May 30, 2016

• Eventide Gilead I Fund (ETILX) management has been with Eventide Gilead I Fund for 10.8 years
• Eventide Gilead I Fund (ETILX) has good mid-term performance (3-year return 10.33% vs 8.38% Mid-Cap Growth category median performance)
• Eventide Gilead I Fund (ETILX) has good Long-term performance (5-year return 12.10% vs 7.70% Mid-Cap Growth category median performance)
• Eventide Gilead I Fund (ETILX) ratio of up-years vs down years is greater than 2
• Eventide Gilead I Fund (ETILX) has a Morningstar rating of 4 and above
• Eventide Gilead I Fund (ETILX) has an annual stock turnover rate of 21.00% vs Mid-Cap Growth average of 50.96%. It is good that Eventide Gilead I management does not trade extensively for its return.
• Eventide Gilead I Fund (ETILX) has a lower expense ratio than its Mid-Cap Growth average: 1.15% vs 1.28%
• Eventide Gilead I Fund (ETILX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

 What we are cautious about Eventide Gilead I (ETILX) Fund

Data for Eventide Gilead I Fund (ETILX) as of May 30, 2016

• Eventide Gilead I Fund (ETILX) has a less-than-ideal short-term performance (1-year return -17.96% vs -5.73% Mid-Cap Growth category median performance)
• Eventide Gilead I Fund (ETILX) is more volatile than its peers as it has a 3-year Standard Deviation of 17.14 that is higher than category average of 13.49

See Eventide Gilead I Fund (ETILX) performance details as of May 30, 2016

 

What do you think?

 

Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
Eventide Gilead I	-5.42	-17.96	10.33	12.10
Akre Focus Instl (AKRIX)	3.59	1.80	11.15	15.02	Compare
Baron Asset Instl (BARIX)	1.54	-1.98	10.28	10.08	Compare
Bright Rock Mid Cap Growth Instl (BQMGX)	8.53	4.53	9.87	5.79	Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETF	Year to Date	One Year	Three Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)	0	0	0
PowerShares Russell Midcap Pure Gr ETF (PXMG)	-0.83%	-6.85%	5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)	1.16%	-5.74%	7.25%
iShares Morningstar Mid-Cap Growth (JKH)	1.51%	-5.25%	9.06%
Vanguard Mid-Cap Growth ETF (VOT)	3.05%	-4.02%	9.94%

 

Eventide Gilead I (ETILX) Fund Net Asset

Track net asset change of Eventide Gilead I fund (ETILX)

Date	Net Asset
05/2016	$1.50B
03/2016	$1.57B
02/2016	$1.46B

More historic net asset information on Eventide Gilead I Fund (ETILX)

  

Eventide Gilead I (ETILX) Fund Portfolio Allocation

Track portfolio allocation change of Eventide Gilead I fund (ETILX)

Date	Cash	Stock	Bond	Other
03/2016	3.33%	94.6%	0%	2.07%
12/2015	11.87%	87.03%	0%	1.09%
09/2015	20.12%	79.25%	0%	0.62%

Click here to see more historic asset allocation information on Eventide Gilead I Fund (ETILX)

 

Top 10 Holdings in Eventide Gilead I (ETILX) Fund

Discover what Eventide Gilead I Fund (ETILX) manager is buying

Mar 30, 2016 Celgene Corporation [3.99%] Palo Alto Networks, Inc. Common [3.77%] Lam Research Corporation [3.47%] XPO Logistics, Inc. [3.16%] Lear Corporation Common Stock [3.1%] Macquarie Infrastructure Compan [3.02%] Red Hat, Inc. Common Stock [2.94%] KAR Auction Services, Inc Commo [2.9%] Crown Castle International Corp [2.86%]

Dec 30, 2015 Celgene Corporation [4.02%] Palo Alto Networks, Inc. Common [3.42%] Lear Corp [2.88%] Lam Research Corporation [2.81%] Red Hat, Inc. Common Stock [2.75%] Macquarie Infrastructure Compan [2.73%] Extra Space Storage Inc Common [2.55%] Crown Castle International Corp [2.4%] KAR Auction Services, Inc Commo [2.37%]

Sep 29, 2015 Celgene Corporation [3.74%] Palo Alto Networks, Inc. Common [3.55%] Macquarie Infrastructure Compan [2.95%] Red Hat, Inc. Common Stock [2.78%] Lear Corp [2.71%] Lam Research Corporation [2.45%] Extra Space Storage Inc Common [2.37%] KAR Auction Services, Inc Commo [2.36%] Crown Castle International Corp [2.33%]

Click here for Stock Holding Change Map in Eventide Gilead I Fund (ETILX)

  

Latest News on Eventide Gilead I (ETILX) Fund

See what is happening with Eventide Gilead I Fund (ETILX)

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Popular pages on Eventide Gilead I (ETILX) Fund

• Eventide Gilead I (ETILX) Fund Research and Recommendation
• Eventide Gilead I (ETILX) Fund Performance Data
• Eventide Gilead I (ETILX) Fund Manager Information
• Historic Eventide Gilead I (ETILX) Fund Asset Allocation Report
• Historic Eventide Gilead I (ETILX) Fund Top 10 Holding Tracking
• Historic Eventide Gilead I (ETILX) Fund Asset Under Management Tracking