ETCDX : Eventide Dividend Opportunities Fund Class C Shares

ETCDX is a US Stocks Market Mid-Cap Blend with HIGH fees.

ETCDX

Eventide Dividend Opportunities Fund Class C Shares

FI Score

17 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

17% FI Score
  • etcdx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

Eventide Dividend Opportunities Fund Class C Shares

Expenses: 1.95% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Blend US Stocks fund. See why »

Fund Summary

The investment seeks dividend income and long-term capital appreciation;its secondary objective is dividend growth. The fund seeks to achieve its investment objective by investing in dividend paying securities. Under normal circumstances, at least 80% of the fund's net assets (plus the amount of borrowings for investment purposes) will be invested in the securities of dividend paying companies. The adviser uses a two-step process to select securities for the fund's portfolio and begins the investment process with a "top down" analysis which may impact the macro positioning of the fund.

Largest Holdings

Amount Holding
4.29% Equinix Inc
4.05% NextEra Energy Partners LP
3.91% CMS Energy Corp
3.88% NextEra Energy Inc
3.66% Crown Castle International Corp
3.59% Prologis Inc
3.55% Hannon Armstrong Sustainable Infrastructure Capital Inc
3.24% Brookfield Renewable Partners LP
3.03% Algonquin Power & Utilities Corp
2.93% WEC Energy Group Inc
2.88% Agilent Technologies Inc
2.82% Alexandria Real Estate Equities Inc
2.75% Lowe's Companies Inc
2.60% Vulcan Materials Co
2.54% Jack Henry & Associates Inc
2.52% Zoetis Inc Class A
2.40% Waste Management Inc
2.31% Sherwin-Williams Co
2.24% Atlantica Sustainable Infrastructure PLC
2.23% Lamb Weston Holdings Inc
2.17% Xylem Inc
2.16% KLA Corp
1.85% Equity Lifestyle Properties Inc
1.79% IDEX Corp
1.77% Old Dominion Freight Lines Inc

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