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Invest with Us

To open an account at Eventide Funds, please review the prospectus and decide which type of account you wish to open. Eventide offers individual or joint standard investment accounts, as well as several tax-advantaged accounts: Traditional IRA, Roth IRA, UGMA/UTMA and a Coverdell College Savings account.

For Individual Investors:

Account applications can be submitted online or via mail using one of the forms below:

Transfers:

For accounts involving the rollover of funds from a 401(k), or another IRA, the application process requires:

For standard accounts the application process requires:

  • If you do not already have one, open a standard account using the New Account Application.
  • Download and complete the Non-Qualified Transfer Of Assets Form. Note that the first section of the form is to be filled in with information about the account from which you are transferring.
  • Mail the Transfer Form and most recent Account Statement (from current account custodian) to shareholder services.

Mailing Address:

Regular Mail:
Eventide Funds
PO Box 46707
Cincinnati, OH 45246

Overnight Mail:
Eventide Funds
225 Pictoria Dr, Suite 450
Cincinnati, OH 45246

With any questions, do not hesitate to call us toll free at: 877-771-3836 x1.

Eventide Asset Management, LLC is the Adviser to Eventide Mutual Funds. An investor should consider a fund’s investment objectives, risks, charges and expenses carefully before investing or sending money. This and other important information can be found in the prospectus of the fund. Please read the prospectus carefully before investing. Eventide Mutual Funds are distributed by Northern Lights Distributors, LLC, Member FINRA, which is not affiliated with Eventide Asset Management, LLC.

Mutual funds involve risk including the possible loss of principal. Past performance does not guarantee future results. The Fund’s ethical values screening criteria could cause it to under-perform similar funds that do not have such screening criteria. The Fund can have risk related to option investing. Companies in the Utilities sector are subject to interest rate risk and cash flow risk. Companies in the technology industries have different risks including but not limited to products becoming obsolete, and entrance of competing products. Companies in the Industrial Sector carry various risks including, but not limited to, risk related to debt loads, intense competition, and sensitivity to economic cycles. The Fund can invest in smaller-sized companies which may experience higher failure rates than larger companies and normally have a lower trading volume than larger companies. There are unique risks associated with convertible securities, foreign securities, hedging, MLPs, preferred stocks, REITs, securities, and yieldcos that are covered in the Fund’s prospectus and SAI.

This information is for use with concurrent or prior delivery of a fund prospectus, which can be obtained at https://www.eventidefunds.com/prospectus or by calling 1-877-771-EVEN (3836). Investors should consider a fund’s investment objectives, risks, charges and expenses carefully before investing or sending money. Eventide Mutual Funds are distributed by Northern Lights Distributors, LLC, Member FINRA/SIPC, which is not affiliated with Eventide Asset Management, LLC.

Eventide Wednesday 23rd of October 2024 04:50:21 PM