Eventide Dividend Opportunities A
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- Eventide Dividend Growth Fund Class A (ETADX) is an open-end mutual fund managed by Eventide Asset Management, LLC that seeks dividend growth and long-term capital appreciation, with a secondary objective of dividend income. Under normal circumstances, the Fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in the securities of dividend-paying companies that Eventide believes possess the ability to increase dividends over the long term; the portfolio emphasizes high-quality, mid-cap blend equities selected through a proprietary Business 360° analysis focused on sustainable competitive advantages, financial strength, management quality, and positive societal impact across customers, employees, suppliers, communities, and the environment. The Fund offers share classes including Class A (front-end load of 5.75%), Class I, Class N, and Class C, with a net expense ratio of 1.20%, minimum initial investment of $1,000, and recent 12-month yield of approximately 0.48%; top holdings as of mid-2025 include Trane Technologies PLC (HVAC systems for energy efficiency), Arthur J. Gallagher & Co. (commercial insurance brokerage), Williams Companies Inc. (natural gas transportation), Nasdaq Inc. (financial technology), and Roper Technologies Inc. (software and industrial products), among others comprising a diversified portfolio of 30-50 securities benchmarked against the Bloomberg US Mid Cap Index. Eventide Asset Management, LLC, founded in 2008 and headquartered at One International Place, Suite 4210, Boston, Massachusetts, operates the Fund as part of its broader suite of values-aligned investment strategies, including mutual funds, ETFs, separately managed accounts, and private ventures, primarily targeting individual investors, financial advisors, and institutions in the United States with a focus on mid-cap blend and impact-oriented equities. The Fund, domiciled in the United States, commenced operations on September 29, 2017, as the Eventide Global Dividend Opportunities Fund (originally emphasizing global investments with at least 40% outside the US), but underwent a significant strategic shift effective November 1, 2024, when it was renamed Eventide Dividend Growth Fund, adopted new primary objectives of dividend growth and capital appreciation, and refined its policy to prioritize domestic and international companies demonstrating long-term dividend sustainability and societal value creation. In parallel, Eventide expanded its product offerings in 2024 with the launch of the Eventide High Dividend ETF (NYSE Arca: ELCV) on October 1, marking the firm's entry into ETFs and targeting high-quality, large-cap dividend payers using the same ethical investment framework managed by Co-Chief Investment Officer Dolores Bamford, CFA. The Fund's portfolio is led by Senior Portfolio Manager Dolores Bamford, with support from Co-Portfolio Manager Andrew Singer, CFA, and maintains assets under management of approximately $1.2 billion as of mid-2025.