Eventide Large Cap Focus Fund Class I (ETLIX)

Overview

The fund described focuses on investing primarily in a broad range of equity securities belonging to large capitalization companies. It sets a clear objective to allocate at least 80% of its net assets towards investments in large cap entities. Notably, the fund is designed to maintain flexibility in its investment choices, as it does not impose geographical limitations on the companies it invests in. This allows it to include securities from companies based outside of the United States, either by direct investment or through American Depositary Receipts (ADRs). An important attribute of this fund is its non-diversified status, indicating a potential concentration in investments that could either significantly increase its risk or reward profile compared to diversified funds.

Products and Services

The products and services offered by this fund revolve around its investment strategies and targets, specifically tailored for investors seeking exposure to large capitalization companies. They include:

• Equity Securities of Large Capitalization Companies: These are investments in stocks or equity securities of companies with large market capitalizations. The primary focus is on entities that have a substantial market presence and are considered stable and financially sound. This product aims to provide investors with the potential for capital growth by tapping into the performance of well-established companies.
• Investments in International Markets: The fund extends its investment strategy beyond the borders of the United States, offering exposure to international markets. This includes direct investments in foreign companies or through ADRs, which are stocks listed on U.S. exchanges that represent a specified number of shares in a foreign corporation. This approach serves to diversify the investment portfolio and potentially capitalize on growth in emerging and developed markets outside the U.S.