TheEdgeResearch
Home / Stocks / ETIMX

Eventide Balanced Fund Class I (ETIMX)

NASDAQ Financial Services Asset Management - Income
$15.49 ▲ +0.58%
Market Cap
$405.6M
Sector
Financial Services
Industry
Asset Management - Income
Beta
0.90
52-Wk Range
14.18-15.79
CEO
Country
US
Currency
USD

Eventide Balanced Fund Class I operates in the Asset Management - Income industry of the Financial Services sector, headquartered in Elkhorn, NE, US. The stock last traded at $15.49, up 0.58% on the session, giving a market capitalisation of $405.6M. Its beta of 0.90 implies it has historically moved less than the broad market.

Company profile
Exchange
NASDAQ
Employees
IPO date
2015-07-15
Headquarters
Elkhorn, NE, US
About Eventide Balanced Fund Class I

This fund's primary objective is to generate consistent income, while also aiming for long-term growth in capital. It employs a highly adaptable strategy, predominantly allocating capital across a diverse range of income-generating assets. Specifically, its portfolio comprises both fixed-income instruments and equity shares of companies, sourced from domestic U.S. markets and diverse international economies. Exposure to international securities is uncapped, permitting direct investments or indirect participation through American Depositary Receipts (ADRs).

Comparable companies

Eventide Balanced Fund Class I is most often compared with the following Financial Services names:

ARMZXETNMXHIXMFVZXNCZRSEGXTEPFXTSSCXVKIXFLT
More research on ETIMX
ETIMX technical analysis ETIMX TheEdge Score Compare against peers
Open full interactive analysis & DCF →