ETAGX Mutual Fund

ETAGX Mutual Fund (Eventide Gilead Fund Class A) is managed by Eventide with $360.5M in net assets. ETAGX expense ratio is 1.43%, holding 74 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2009-10-28.

ETAGX performance shows a YTD return of 11.84%. The 1-year return is 27.09% and the 5-year return is 2.08%. ETAGX dividend yield stands at 11.11%, paid annually.

ETAGX top holdings include Lrcx Uw Equity (6.5%), Xometry, Inc. (5.9%), Guardant Health, Inc (5.5%), Us Bank Mmda - Usbgfs 9 (3.8%), Asml Holding Nv Unsponsored Adr Ordinary Shares (3.8%). Go to all ETAGX holdings, ETAGX sectors, or ETAGX dividends.

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