ETCHX

Active

Eventide Healthcare & Life Sciences Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.56%
Annual Cost per $10K
$156.00
30-Year Fee Drag per $10K
$27,126
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+11.62%

Asset Allocation

US Equity
89%
Intl Equity
6%
Cash
5%

Fee Comparison

ETCHX
1.56%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

47% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+25.49%3Y
Compare to

Fee Impact Calculator

$
%
ETCHX at 1.56%$244,981
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$135,632
Cost vs index fund−$132,444

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
ETCHXEventide Healthcare & Life Sciences Fund1.56%
CICEXInvestment Co of America0.85%
JLGMXJPMorgan Large Cap Growth Fund0.94%
CDIRXColumbia Dividend Income Fund1.15%
MEGRXMFS Growth Fund1.08%
OIEFXJPMorgan Equity Income Fund0.95%
FRDRXFranklin Rising Dividends Fund1.08%
OAKMXOakmark Fund0.91%
FOCKXFidelity OTC Portfolio1.05%
PAVLXT. Rowe Price Value Fund, Inc.0.94%
JMUEXJPMorgan U.S. Equity Fund0.94%
RPMGXT. Rowe Price Mid-Cap Growth Fund, Inc.0.75%
FDNRXFranklin Dynatech Fund1.07%
FAGOXFidelity Advisor Growth Opportunities Fund0.99%
JDVFXDisciplined Value Fund1.71%
NLSAXNeuberger Berman Long Short Fund1.68%
FRGSXFranklin Growth Fund1.54%
JVMAXDisciplined Value Mid Cap Fund0.74%
PCSMXSmallCap Growth Fund I1.44%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
FNITXFidelity Advisor New Insights Fund1.15%
PAWAXT. Rowe Price All-Cap Opportunities Fund1.05%
PAFDXT. Rowe Price Equity Income Fund0.98%
JHQAXJPMorgan Hedged Equity Fund0.82%
IHGIXTHE HARTFORD DIVIDEND AND GROWTH FUND0.96%
CCIFXColumbia Seligman Technology and Information Fund0.91%
RRMVXT. Rowe Price Mid-Cap Value Fund, Inc.1.35%
VAFAXInvesco American Franchise Fund0.93%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
JSECXJPMorgan Small Cap Equity Fund1.24%
MLRTXNYLI Winslow Large Cap Growth Fund1.04%
SBLGXClearBridge Large Cap Growth Fund1.01%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
EPGCXFidelity Advisor Equity Growth Fund1.67%
JGAQXJPMorgan Value Advantage Fund0.99%
PABVXMidCap Value Fund I1.19%
PRSVXT. Rowe Price Small-Cap Value Fund, Inc.0.77%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
CCASXCONESTOGA SMALL CAP FUND1.10%
PASTXT. Rowe Price Science & Technology Fund, Inc.1.06%
POLRXPolen Growth Fund1.22%
MEFAXMassMutual Mid Cap Growth Fund1.11%
FCPVXFidelity Small Cap Value Fund1.20%
PRDSXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.79%
JENIXThe Jensen Quality Growth Fund Inc1.26%
RETSXTax-Managed U.S. Large Cap Fund0.91%
JHDCXJPMorgan Hedged Equity 2 Fund1.35%
FUNCXVictory Pioneer Fundamental Growth Fund1.72%
BPTUXBaron Partners Fund1.99%
MSRRXMFS Research Fund1.02%
VSCAXInvesco Small Cap Value Fund1.35%
LMPIXClearBridge Appreciation Fund1.00%
DAGVXBNY Mellon Dynamic Value Fund0.93%
SVFIXSmead Value Fund0.90%
HFMCXTHE HARTFORD MIDCAP FUND1.07%
ASMMXInvesco Summit Fund1.23%
CSIEXCalvert Equity Fund0.90%
OAKLXOakmark Select Fund0.98%
WWNPXKinetics Paradigm Fund Feeder 11.64%
LGLAXLord Abbett Growth Leaders Fund0.90%
LAFCXLORD ABBETT AFFILIATED FUND INC1.44%
FECCXFirst Eagle Small Cap Opportunity Fund1.26%
DCCRXMacquarie Small Cap Core Fund1.31%
MSHLXGROWTH PORTFOLIO1.37%
FSIUXInvesco Dividend Income Fund1.69%
ITHAXTHE HARTFORD CAPITAL APPRECIATION FUND1.05%
JSCHXJPMorgan Small Cap Blend Fund1.24%
CSMEXCarillon Scout Mid Cap Fund1.25%
HGOAXTHE HARTFORD GROWTH OPPORTUNITIES FUND1.08%
FRUSXFranklin Utilities Fund1.21%
JDERXPGIM Jennison Mid-Cap Growth Fund1.04%
SGRAXAllspring Growth Fund1.15%
GTECXGateway Fund1.70%
NDVAXMFS New Discovery Value Fund1.46%
DVLRXMacquarie Small Cap Value Fund1.35%
ESPAXAllspring Special Small Cap Value Fund1.17%
MFOCXMarsico Focus Fund1.45%
LMPFXClearBridge Growth Fund1.13%
LCBVXClearBridge Large Cap Value Fund1.40%
JCPRXJPMorgan U.S. Large Cap Core Plus Fund1.64%
TAGRXFundamental Large Cap Core Fund1.02%
TWHIXHeritage Fund1.00%
AASRXAmerican Beacon Small Cap Value Fund0.77%
SASMXClearBridge Small Cap Growth Fund1.19%
PLVJXLargeCap Value Fund III0.94%
EMLPFirst Trust North American Energy Infrastructure Fund0.95%
BSCUXBARON SMALL CAP FUND1.05%
BARUXBARON ASSET FUND1.04%
FGRAXFranklin Growth Opportunities Fund0.94%
AQEAXColumbia Disciplined Core Fund0.94%
LAMPXLord Abbett Dividend Growth Fund1.09%
FGSFXFidelity Growth Strategies Fund0.98%
USGLXU.S. Global Leaders Growth Fund1.13%
ANODXSmall Cap Growth Fund0.79%
RTOUXTax-Managed U.S. Mid & Small Cap Fund1.11%
CBBCXAB RELATIVE VALUE FUND, INC.1.65%
PARMXParnassus Mid Cap Fund0.95%
JDURXPGIM Jennison Utility Fund1.11%
SDGAXDWS Capital Growth Fund1.30%

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