Eventide Limited Term Bond Fund Quote
| ETABX Fund | USD 10.08 0.01 0.1% |
PerformanceOK
| Odds Of DistressLow
|
Eventide Limited is trading at 10.08 as of the 16th of June 2025; that is 0.1% down since the beginning of the trading day. The fund's open price was 10.09. Eventide Limited has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 17th of May 2025 and ending today, the 16th of June 2025. 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 Limited Term Bond
Moving together with Eventide Mutual Fund
Eventide Mutual Fund Highlights
| Fund Concentration | Eventide Funds, Large Funds, Short-Term Bond Funds, Short-Term Bond, Eventide Funds, Large, Short-Term Bond (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Eventide Limited Term Bond [ETABX] is traded in USA and was established 16th of June 2025. Eventide Limited 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 127.53 M in assets under management (AUM) with no minimum investment requirementsEventide Limited Term is currently producing year-to-date (YTD) return of 2.4% with the current yeild of 0.0%, while the total return for the last 3 years was 3.22%.
Check Eventide Limited 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 Limited Term 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 Limited Term Bond Mutual Fund Constituents
| FGUXX | First American Funds | Money Market Fund | US Money Market Fund |
Eventide Limited Term Risk Profiles
| Mean Deviation | 0.1143 | |||
| Semi Deviation | 0.0366 | |||
| Standard Deviation | 0.1594 | |||
| Variance | 0.0254 |
Eventide Limited Against Markets
Other Information on Investing in Eventide Mutual Fund
Eventide Limited 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 Limited security.
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Global Correlations Find global opportunities by holding instruments from different markets |