Eventide Core Bond Fund Class A (ETARX)

Overview

The fund is designed with a socially responsible investing focus, aiming to generate income for its investors while also positively impacting society. It selects income-producing securities from entities that are judged by the Adviser to effectively serve the needs of their customers, employees, suppliers, communities, and the environment. This approach underlines the fund's commitment to not only seek financial returns but also to contribute towards broader societal goals. The fund is managed with an eye on investing in bonds of any maturity, which allows it to adapt to different market conditions while also aiming to maintain a weighted average duration of its bonds between three and nine years. This strategic balance seeks to optimize income generation while managing interest rate risks.

Products and Services

The fund offers a specific but impactful product centered around responsible investment in bonds:

• Income-Producing Securities - The fund primarily invests in securities that are expected to generate income. These securities are issued by entities that contribute positively to society, embracing social responsibility through their operations. This includes bonds issued by corporations, governments, or other organizations that show a strong commitment to ethical practices, sustainability, and community enhancement. By focusing on such investments, the fund aims to provide financial benefits to its investors and support the growth of companies and projects with positive social impacts.
• Socially Responsible Investments (SRI) - Beyond seeking income, the fund emphasizes investments that are deemed socially responsible. These investments are selected based on criteria evaluating how well the issuing entities serve their customers, employees, suppliers, communities, and the environment. This approach reflects an investment philosophy that values both financial returns and positive societal impact, aiming to attract investors who are interested in aligning their financial goals with their values. As such, the fund provides an avenue for contributing to societal well-being while pursuing investment income.