Eventide US Market ETF (ESUM)
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Eventide US Market ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 PAX Financial Group PAX Financial Group LLC | 160,815 | $3.81M | $4.82M | $1.01M | 26.51% |
| PO Patrick O'Connell Security Financial Services Inc. | 9,016 | $242,323.13 | $274,713.91 | $32,390.78 | 13.37% |
| EW Ed West Values First Advisors Inc. | 30,371 | $797,830.39 | $915,381.94 | $117,551.55 | 14.73% |
| MR Michael Radoff LGT Financial Advisors LLC | 3,248 | $87,972.47 | $98,219.52 | $10,247.05 | 11.65% |
| JO Jackson O'Connor O'Connor Financial Group LLC | 496,003 | $13.08M | $14.85M | $1.77M | 13.54% |
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Eventide US Market ETF Profile
| AMEX Exchange | US Country |
Overview
The Eventide U.S. Market Fund is a mutual fund crafted to provide investors with a gateway into a broad range of U.S.-based companies. It's not just any investment opportunity; it distinctly aims to marry financial goals with ethical considerations, focusing on delivering growth and profitability from American industries through a lens of responsible and sustainable business practices. This fund takes a values-driven approach, making investment choices that not only promise financial returns but also ensure that these returns are achieved through ethical, sustainable, and impactful business practices. The Eventide U.S. Market Fund represents a significant option for investors who are eager to support and gain from companies which prioritize ethical business models, whilst capturing the dynamism of the overall U.S. economy.
Products and Services
- Values-Driven Investment Opportunities:
The cornerstone of the Eventide U.S. Market Fund is its values-driven investment strategy. By prioritizing companies that adhere to ethical, sustainable, and impactful business practices, the fund offers investors the chance to not just grow their wealth, but to do so in a manner that aligns with their principles. This approach targets companies across diverse sectors, including technology, healthcare, and finance, ensuring a broad and balanced exposure to responsible businesses.
- Diverse Sector Exposure:
Apart from its ethical investment criteria, the Eventide U.S. Market Fund provides investors with an opportunity to diversify their portfolios across various dynamic sectors of the U.S. economy. From technology innovators to healthcare leaders and financial institutions, the fund seeks out companies that not only have a positive impact on society but also demonstrate strong potential for growth and profitability. This strategic sector diversification aims to mitigate risks and enhance the potential for medium to long-term capital appreciation.
- Medium to Long-Term Growth Focus:
With a clear focus on medium to long-term growth, the Eventide U.S. Market Fund is perfectly suited for investors looking to build wealth over time. This strategy balances the pursuit of significant financial returns with the inherent volatility of the market, aiming for steady and sustainable growth. The emphasis on companies that demonstrate responsible stewardship and positive societal contributions further positions the fund as a compelling choice for future-focused investors.
