ETADX Mutual Fund

ETADX Mutual Fund (Eventide Dividend Growth Fund Class A) is managed by Eventide with $82.4M in net assets. ETADX expense ratio is 1.20%, holding 57 positions across sectors including Industrials, Energy, Information Technology. Inception date: 2017-09-29.

ETADX performance shows a YTD return of 14.96%. The 1-year return is 16.49% and the 5-year return is 7.67%. ETADX dividend yield stands at 2.78%, paid quarterly.

ETADX top holdings include Trane Technologies Plc - Common (4.9%), Targa Resources Corp Preferred (4.2%), Entergy Corp. (4.1%), Northern Venture Trust Plc Ordinary Shares (3.9%), Nasdaq Inc. (3.4%). Go to all ETADX holdings, ETADX sectors, or ETADX dividends.

ETADX can be compared against other funds. Use ETADX overlap to find shared positions, or ETADX vs another fund for a side-by-side view. ETADX alternatives are available via the screener, along with tax-loss harvesting opportunities.