ETAMX Mutual Fund

ETAMX Mutual Fund (Eventide Multi-Asset Income Fund Class A) is managed by Eventide with $45.7M in net assets. ETAMX expense ratio is 1.07%, holding 165 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2015-07-15.

ETAMX performance shows a YTD return of 6.87%. The 1-year return is 8.11% and the 5-year return is 4.31%. ETAMX dividend yield stands at 5.64%, paid monthly.

ETAMX top holdings include Tt Trane Technologies Plc (3.0%), Nvent Electric Pl (2.9%), Kla Corp (2.6%), Entergy Corp. (2.1%), Royalty Pharma PLC - Class A Shares (2.1%). 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.