ETAMX Mutual Fund

ETAMX Mutual Fund (Eventide Multi-Asset Income Fund Class A) is managed by Eventide with $48.1M in net assets. ETAMX expense ratio is 1.07%, holding 161 positions across sectors including Financials, Industrials, Energy. Inception date: 2015-07-15.

ETAMX performance shows a YTD return of 7.21%. The 1-year return is 10.03% and the 5-year return is 4.70%. ETAMX dividend yield stands at 5.62%, paid monthly.

ETAMX top holdings include Trane Technologies Plc - Common (2.6%), Targa Resources Corp Preferred (2.3%), Entergy Corp. (2.2%), Northern Venture Trust Plc Ordinary Shares (2.1%), Royalty Pharma 3.55 09/02/2050 (1.9%). Go to all ETAMX holdings, ETAMX sectors, or ETAMX dividends.

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