ETAMX

About ETAMX

Eventide Balanced Fund Class A is an actively managed open‑end mutual fund that blends equities and fixed income to pursue current income while maintaining the potential for capital appreciation. The strategy has significant flexibility, investing across a broad universe of income‑producing securities, including U.S. and foreign stocks and bonds, with a typical equity allocation in the moderate range. Its portfolio spans sectors such as technology, industrials, and financial services, with a diversified mix of holdings and a measured risk profile consistent with a moderate allocation category. The fund’s share class features a front‑load structure and an expense ratio in line with actively managed balanced peers. Launched in 2015, it is designed to provide a core, multi‑asset exposure that balances growth and income objectives within a single vehicle, appealing to investors seeking a disciplined approach to asset allocation and risk management. According to the sponsor, the fund also incorporates values‑driven considerations in its investment process, aligning capital deployment with broader societal impact goals.