Eventide Large Cap Focus Fund Class C (ETLCX)

Overview

The fund is designed to cater to investors looking for exposure to large capitalization companies, with a strategy that emphasizes investing in equity securities of such entities. It aims to meet its investment objective by primarily focusing on a diversified portfolio of large-cap companies’ stocks. By stipulating that at least 80% of its net assets will be invested in these large capitalization entities, the fund offers a clear commitment to its core investment focus. Furthermore, the fund’s strategy includes the flexibility to invest in international companies, thus broadening the potential for diversified returns. This international exposure is achieved either directly through equity investments in non-U.S. companies or indirectly via American Depository Receipts (ADRs), which represent shares in foreign stocks. Despite its broad investment mandate, the fund is classified as non-diversified, meaning it may allocate a larger portion of its assets to fewer issuers than a diversified fund.

Products and Services

• Equity Securities of Large Capitalization Companies

  The fund primarily focuses on investing in the equity securities of large capitalization companies. Large-cap companies are typically industry-leading firms with stable revenue streams and strong market presences. Investing in these companies offers the potential for steady growth and lesser volatility compared to smaller companies. This strategy aims to provide investors with significant growth opportunities while maintaining a lower risk profile.

• Investments in Non-U.S. Companies

  In addition to its focus on U.S. large-cap equities, the fund significantly diversifies its portfolio by investing in large capitalization companies domiciled outside the United States. This is facilitated either through direct investments in the companies’ stocks or via ADRs, which are negotiable certificates issued by a U.S. bank representing a specified number of shares in a foreign stock. This strategy not only diversifies the fund’s investment portfolio geographically but also exposes investors to the growth potential in international markets.