ETADX Mutual Fund

ETADX Mutual Fund (Eventide Dividend Growth Fund Class A) is managed by Eventide with $77.0M in net assets. ETADX expense ratio is 1.20%, holding 60 positions across sectors including Industrials, Information Technology, Energy. Inception date: 2017-09-29.

ETADX performance shows a YTD return of 13.54%. The 1-year return is 13.04% and the 5-year return is 6.81%. ETADX dividend yield stands at 2.82%, paid quarterly.

ETADX top holdings include Tt Trane Technologies Plc (4.9%), Nvent Electric Plc Ordinary Shares (4.7%), Kla Corp (4.4%), Entergy Corp. (3.6%), Targa Resources Corp Preferred (3.5%). 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.