ETCMX Mutual Fund

ETCMX Mutual Fund (Eventide Multi-Asset Income Fund Class C) is managed by Eventide with $17.8M in net assets. ETCMX expense ratio is 1.82%, holding 161 positions across sectors including Financials, Industrials, Energy. Inception date: 2015-07-15.

ETCMX performance shows a YTD return of 6.74%. The 1-year return is 9.22% and the 5-year return is 3.94%. ETCMX dividend yield stands at 5.00%, paid monthly.

ETCMX 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 ETCMX holdings, ETCMX sectors, or ETCMX dividends.

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