Eventide Balanced Fund Class I (ETIMX)

Overview

The fund operates with a primary focus on achieving its investment objective through a diverse strategy that includes the flexibility to invest in a wide array of income-producing securities. It taps into both debt and equity markets across the globe, leveraging opportunities within the United States as well as international markets. The fund’s approach is characterized by its openness to invest in foreign securities to an unlimited extent, which can be executed directly or via American Depository Receipts, thus providing a broad exposure to potential investors seeking income generation and growth through a comprehensive portfolio.

Products and Services

The investment fund offers a variety of products and services tailored to meet the income and growth needs of investors by focusing on income-producing securities.

• Debt Securities: Investment in a wide range of debt instruments, including, but not limited to, bonds, debentures, and notes issued by corporations or governments. This aims at providing stable income through interest earnings, contributing to the fund’s objective of income generation.
• Equity Securities: Engagement in equity securities, such as stocks, of companies in both the U.S. and international markets. This seeks to tap into the growth potential of these companies, offering investors the chance for capital appreciation alongside income through dividends.
• Investments in Foreign Securities: The fund actively invests in foreign markets which may include emerging markets, providing diversification and exposure to global growth opportunities. Investments are made directly or through American Depository Receipts (ADRs), enabling investors to gain from foreign securities without the complexities of direct investments in overseas markets.