ETABX Mutual Fund

ETABX Mutual Fund (Eventide Limited-Term Bond Fund Class A) is managed by Eventide with $5.6M in net assets. ETABX expense ratio is 0.70%, holding 114 positions across sectors including Financials, Industrials, Utilities. Inception date: 2010-07-28.

ETABX performance shows a YTD return of 0.24%. The 1-year return is 2.72% and the 5-year return is 1.57%. ETABX dividend yield stands at 3.84%, paid monthly.

ETABX top holdings include Us Bank Mmda - Usbgfs 9 (5.2%), Jpmorgan Chase & Co 2027-10-22 (1.6%), Ffcb 3.88% Mar 27, 2029 (1.6%), Federal Home Loan Mortgage Corp. 6.75 03/15/2031 (1.4%), Federal National Mortgage Assn. 7.125% 2030-01-15 (1.4%). Go to all ETABX holdings, ETABX sectors, or ETABX dividends.

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