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Eventide Limited-Term Bond A ETABX

Quantitative rating as of
  • NAV / 1-Day Return 9.75  /  0.10 %
  • Total Assets 143.7 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.30%
  • Effective Duration 2.20 years

Morningstar’s Analysis ETABX

Will ETABX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A strong Process Pillar rating isn't sufficient for Eventide Limited-Term Bond A to overcome lower marks in Parent and other areas. This strategy retains its Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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