ETIMX Mutual Fund

ETIMX Mutual Fund (Eventide Multi-Asset Income Fund Class I) is managed by Eventide with $313.7M in net assets. ETIMX expense ratio is 0.82%, holding 161 positions across sectors including Financials, Industrials, Energy. Inception date: 2015-07-15.

ETIMX performance shows a YTD return of 7.38%. The 1-year return is 10.29% and the 5-year return is 4.95%. ETIMX dividend yield stands at 5.86%, paid monthly.

ETIMX 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 ETIMX holdings, ETIMX sectors, or ETIMX dividends.

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