Growth of $10,000 (Class I) 29 Sep 2017–30 Jun 2024
■ Eventide Dividend Opportunities Fund, Class I
■ Bloomberg US Mid Cap Index
■Russell Midcap Total Return Index
This is a hypothetical illustration and is not intended to reflect the actual performance of any particular account. Future performance cannot be guaranteed and investment returns will fluctuate with market conditions.
Trailing Returns (%)
| As of 9/18/2024 | As of the quarter ending 06/30/2024 | ||||||
|---|---|---|---|---|---|---|---|
| Eventide Dividend Opportunities Fund | YTD | 3-month | 1-year | 3-year | 5-year | 10-year | Since Inception (Date) |
| Class I | 18.18% | -1.03 | 21.70 | 5.62 | 13.16 | — | 10.78 (09/29/2017) |
| Class A | 17.92% | -1.09 | 21.35 | 5.39 | 12.92 | — | 10.52 (09/29/2017) |
| Class A with 5.75% load | 11.16% | -6.76 | 14.40 | 3.32 | 11.60 | — | 9.55 (09/29/2017) |
| Class C | 17.28% | -1.24 | 20.50 | 4.56 | 12.03 | — | 9.69 (09/29/2017) |
| Class N | 17.95% | -1.08 | 21.40 | 5.39 | 12.93 | — | 10.55 (09/29/2017) |
| Benchmarks | |||||||
| Bloomberg US Mid Cap Index | 12.01% | -3.42 | 12.40 | 3.07 | 10.12 | — | 9.96 (09/29/2017) |
| Russell Midcap Total Return Index | 12.37% | -3.35 | 12.88 | 2.37 | 9.46 | — | 9.44 (09/29/2017) |
Calendar Year Returns (%) 2018–2023
| Year | Eventide Dividend Opportunities Fund, Class I | Bloomberg US Mid Cap Index | Russell Midcap Total Return Index | |
|---|---|---|---|---|
| 2023 | 19.66 | 16.47 | 17.23 | |
| 2022 | -21.75 | -16.18 | -17.32 | |
| 2021 | 32.00 | 23.89 | 22.58 | |
| 2020 | 25.35 | 18.45 | 17.10 | |
| 2019 | 27.06 | 31.00 | 30.54 | |
| 2018 | -10.37 | -9.29 | -9.06 |
Performance is historical and does not guarantee future results. Investment return and principal value will fluctuate with changing market conditions so that when redeemed, shares may be worth more or less than their original cost. Current performance may be lower or higher than the data quoted. The returns shown do not reflect the deduction of taxes that a shareholder would pay on fund distributions or on the redemption of fund shares. Because of ongoing market volatility, fund performance may be subject to substantial short-term changes. This material must be read along with the Fund’s prospectus. Performance data current to the most recent month-end may be obtained by calling 1-877-771-EVEN (3836).
Market Risk As of 06/30/2024
| Standard Deviation | Beta | Alpha (%) | R-Squared (%) | |||||
|---|---|---|---|---|---|---|---|---|
| 3yr | Inception | 3yr | Inception | 3yr | Inception | 3yr | Inception | |
| Eventide Dividend Opportunities Fund Class I | 19.28 | 16.78 | 0.95 | 0.80 | 2.52 | 2.08 | 91.71 | 88.01 |
| Bloomberg US Mid Cap Index | 19.37 | 19.72 | 1.00 | 1.00 | — | — | 100.00 | 100.00 |
| Russell Midcap Total Return Index | 19.67 | 19.82 | 1.01 | 1.00 | -0.65 | -0.48 | 99.78 | 99.82 |