ETIRX

About ETIRX

Eventide Core Bond Fund Class I Shares is an actively managed mutual fund that focuses on fixed income investments within the taxable bond category. The primary objective of the fund is to achieve total return consistent with income generation, accomplished by investing in a mix of income-producing securities. The fund differentiates itself by selecting bonds and other instruments issued by organizations identified by its adviser as having a positive impact on the world, incorporating a values-based approach into its portfolio construction. It is categorized among short/intermediate investment-grade funds, typically maintaining a weighted average duration between three and nine years, which positions it in the medium-term bond segment. Launched in 2020, the fund appeals to investors seeking diversified core bond exposure, balancing yield, capital preservation, and responsible investment criteria. Its holdings and strategy are designed to align with both financial goals and broader positive societal outcomes, playing a significant role in portfolios that require steady fixed income and consideration of ethical investing principles.