Eventide Limited-Term Bond Fund Class A (ETABX)

Overview

The fund is designed to meet its investment objectives by focusing on income-generating securities that are issued by organizations acknowledged for effectively serving various stakeholders including customers, employees, suppliers, communities, and the environment. By adhering to these criteria, the fund aims to contribute positively to society while seeking financial returns for its investors. The emphasis on entities that adhere to high standards of social responsibility is indicative of a broader investment strategy that values not only financial returns but also social and environmental impact.

Products and Services

The fund offers a specialized investment approach with a focus on the following:

• Income-Producing Securities - The core of the fund’s investment strategy revolves around selecting income-producing securities that are issued by companies known for their positive impact on society. These securities are chosen based on their ability to generate steady income streams for investors while aligning with the fund’s social and environmental values.
• Bonds Investment - A significant portion of the fund’s assets, at least 80%, is allocated towards investing in bonds. This includes using borrowed funds for investment purposes to enhance potential returns. Bonds are selected across a range of maturities, with a view towards managing risk and providing stable returns.
• Duration Management - To maintain a balance between risk and return, the fund ensures that its weighted average effective portfolio duration does not exceed five years. This approach helps in mitigating interest rate risk while aiming for optimal returns on investments within a moderate risk framework.