Eventide Large Cap Focus Fund Class A (ETLAX)

Overview

The fund is designed for investors seeking to invest in equity securities of large capitalization companies. It operates with a primary focus on equity investments across a broad range of sectors, emphasizing large-cap companies that present stable growth opportunities. The fund's investment objective is to achieve favorable returns through a carefully selected portfolio of stocks from large capitalization companies. By investing at least 80% of its net assets in such companies, the fund aims to leverage the potential for growth and earnings stability associated with large-cap entities. The fund is unique in its approach to diversification, as it is non-diversified, meaning it may invest a larger portion of its assets in fewer issuers than a diversified fund might. This approach can potentially lead to higher gains, albeit with a possibly increased risk. Additionally, the fund stands out for its international exposure, as it can invest without geographical limitations in companies outside the United States, either directly or through American Depository Receipts (ADRs), offering investors exposure to global markets and opportunities for diversification beyond domestic equities.

Products and Services

• Equity Investments in Large Capitalization Companies

  At the core of the fund's strategy are investments in a broad range of equity securities from large capitalization companies. These companies are generally well-established with large market values, offering potential for stable growth and profitability. The fund selects equity investments that promise value, aiming to achieve balanced long-term returns for investors.

• International Exposure through Direct Investments and ADRs

  To diversify its investment portfolio beyond the American market, the fund invests in companies domiciled outside the United States. This is achieved not only through direct investments in overseas companies but also through American Depository Receipts (ADRs), which allow U.S. investors to own shares in foreign companies. This international exposure is intended to grant investors access to growth opportunities in various global markets and industries, potentially enhancing the fund's overall returns.

• Non-diversified Fund Structure

  Unlike diversified funds, which spread their investments across a multitude of companies, this fund adopts a non-diversified approach. This strategy permits the fund to invest a larger portion of its assets in a relatively smaller number of issuers. Such an approach can lead to higher investment returns due to the potential for more significant investments in fewer, carefully selected companies. However, investors should be aware that this may also result in increased risk due to the potential for higher volatility and the concentration of investments.