Eventide Global Dividend Fund Quote
ETCDX Fund | USD 19.19 0.09 0.47% |
PerformanceSolid
| Odds Of DistressLow
|
Eventide Global is trading at 19.19 as of the 19th of July 2025; that is 0.47 percent up since the beginning of the trading day. The fund's open price was 19.1. Eventide Global has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 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
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 | 30th of June 2025 |
Expense Ratio Date | 1st of November 2022 |
Fiscal Year End | June |
Eventide Global Dividend [ETCDX] is traded in USA and was established 19th of July 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 4.23%, while the total return for the last 3 years was 12.67%.
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
WEC | WEC Energy Group | Stock | Utilities | |
SWKS | Skyworks Solutions | Stock | Information Technology | |
OKE | ONEOK Inc | Stock | Energy | |
FHB | First Hawaiian | Stock | Financials | |
NEE | Nextera Energy | Stock | Utilities | |
PLD | Prologis | Stock | Real Estate | |
NDAQ | Nasdaq Inc | Stock | Financials | |
BEPC | Brookfield Renewable Corp | Stock | Utilities |
Eventide Global Dividend Risk Profiles
Mean Deviation | 0.6387 | |||
Semi Deviation | 0.7113 | |||
Standard Deviation | 0.9011 | |||
Variance | 0.812 |
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.
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