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Eventide Balanced Fund Class A (ETAMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.33-0.02 (-0.15%)
At close: 08:00PM EDT

Eventide Balanced Fund Class A

Willow Grove, PA19090

630-a Fitzwatertown Road 2nd Floor

Mutual Fund Series Trust

866-447-4228
Management Information
,Lead Manager since April 30, 2019
Dolores Bamford, CFA, serves as Co-Chief Investment Officer for Eventide and Senior Portfolio Manager for Eventide’s dividend growth, multi-asset income, and fixed income strategies. Ms. Bamford has over 25 years of investment experience. Prior to joining Eventide in 2019, she was with Goldman Sachs Asset Management for 13 years (2002-2015), most recently as Managing Director and Portfolio Manager on U.S. Value Equity. She also led Goldman Sachs’s U.S. Responsible Equity investments and co-led the Global Sustain Equity investments. Previously, she was with Putnam Investments for 10 years (1992-2002), where she served as Senior Vice President and Portfolio Manager and Analyst on multiple value investments. Before that, she was with Fidelity Investments (1988-1990), where she served in investment research. Ms. Bamford holds an S.M. in Management from the MIT Sloan School of Management, a dual-M.A. in Theology and Church History from Gordon-Conwell Theological Seminary, and a B.A. in Economics from Wellesley College. She is a CFA Charterholder and member of the Boston Society of Security Analysts.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryAllocation--50% to 70% Equity
Fund FamilyEventide Funds
Net Assets377.93M
YTD Return5.85%
Yield1.36%
Morningstar Rating★★★★
Inception DateJul 14, 2015

Fund Operations

Last Dividend0.07
Last Cap Gain-1.00
Holdings Turnover48.00%
Average for CategoryN/A

Fees & Expenses

ExpenseETAMXCategory Average
Annual Report Expense Ratio (net)1.07%0.84%
Prospectus Net Expense Ratio1.07%N/A
Prospectus Gross Expense Ratio1.15%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.07%
Max Deferred Sales LoadN/A1.48%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A