Eventide Balanced Fund Class I (ETIMX) Research
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).
Market snapshot
- Symbol
- ETIMX
- Price
- $15.66
- Day change
- +0.84%
- Market cap
- $391.2M
- 52-week range
- 14.18-15.68
- Sector
- Financial Services
- Industry
- Asset Management - Income
Peer companies
- Western Asset Ultra-Short Income Fund Class A (ARMZX)
- Eventide Balanced Fund Class N (ETNMX)
- Western Asset High Income Fund II Inc. (HIX)
- MassMutual Equity Opports I (MFVZX)
- Virtus Convertible & Income Fund II (NCZ)
- Victory RS Small Cap Growth Fund - Class A (RSEGX)
- American Funds Tax-Exempt Preservation Portfolio Class F-1 (TEPFX)
- Thornburg Strategic Municipal Income Fund Class C (TSSCX)
Open Eventide Balanced Fund Class I (ETIMX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.