Nasdaq - Delayed Quote USD
Eventide Exponential Technologies N (ETNEX)
At close: October 25 at 8:00 PM EDT
Investment Information
- Min Initial Investment
- 100,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 1,000
- Min Subsequent Investment
- 100,000
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Ameriprise Brokerage
- RBC Wealth Management-Advisory Eligible
- Ameriprise SPS Advantage
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- Thrivent – Advisory Eligible
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Securities America Advisors
- Securities America Inc.
- Ameriprise SPS Advisor
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - February 2024
- Thrivent – Retail Eligible
Fund Summary
Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in companies that the Adviser believes are participating in and benefitting from technologies, innovations, technology themes, or technology trends. The fund may invest in private and other companies whose securities may have legal or contractual restrictions on resale or are otherwise illiquid. It is non-diversified.
Fund Overview
| Category | Technology |
| Fund Family | Eventide Funds |
| Net Assets | 113.88M |
| YTD Return | -7.01% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jun 30, 2020 |
Performance & Risk
| YTD Return | -6.77% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 97 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
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