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Eventide Balanced Fund Class C: (MF: ETCMX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:32 PM ET

$14.61 USD

0.00 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 6.77 2
3 months 5.91 11
6 months 7.16 48
1 Year 10.20 86
3 Year 10.20 88
5 Year 5.15 91
10 Year 7.22 81

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 4.82
5 Year 4.28
10 Year 6.30
Since Inception 5.78

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.06 4.01 2.76 -0.87
2024 5.63 -0.54 6.72 -3.08
2023 2.13 2.37 -1.58 7.91
2022 -7.37 -9.43 -4.14 4.29
2021 3.41 4.18 0.03 6.80

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.775.888.6611.05-16.1415.1017.2518.69-9.139.897.49
% Total Return Rel to Index 1.26-12.33-16.35-15.192.06-13.57-1.14-12.80-4.73-11.90-4.44
% Total Return Rel to Peer 1.03-7.29-2.96-2.90-2.381.925.98-0.07-3.56-3.261.14
% Perf Quintile vs Peer* 1.005.000.004.004.002.001.004.005.005.002.00
% Dividends 0.020.160.120.090.100.080.140.220.320.290.09
% Yield 0.091.060.821.150.820.531.041.883.092.490.89
Capital Gains ($) 0.000.600.000.000.120.620.010.000.000.000.00
Expense Ratio 0.001.821.821.821.821.821.901.951.961.951.95

* 1 = Top 20%, 5 = Bottom 20%