Eventide Balanced Fund Class A (ETAMX) Research

The fund enjoys considerable freedom in how it seeks to fulfill its investment aims. Its main approach involves allocating capital across a diverse spectrum of assets designed to generate income. These assets typically include both equity (stock) and debt (bond) instruments from companies operating within the United States and various international economies. There are no limitations on the fund's capacity to invest in overseas securities, which it can acquire either directly or through American Depository Receipts (ADRs).

Market snapshot

Symbol
ETAMX
Price
$15.69
Day change
+0.84%
Market cap
$391.2M
52-week range
14.21-15.71
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Century Core Plus Fd Investor Cl (ACCNX)
  • One Choice 2060 Portfolio - Investor Class (ARGVX)
  • American Century Ginnie Mae Investor Class (BGNMX)
  • Fidelity Select Chemical Pt (FSCHX)
  • MSIF Inception Portfolio Class I (MSSGX)
  • MSIF Inception Portfolio Class A (MSSMX)
  • New Covenant Balanced Growth Fd (NCBGX)
  • Lazard International Quality Growth Portfolio Open Shares (OCMPX)

Open Eventide Balanced Fund Class A (ETAMX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.