Eventide US Market ETFESUM
Type
ETF
Peer group
US equity: large companies
Net assets
$154.2M
Expense ratio
0.39%
1-year return
+17.2%
3 years, a year
—
5 years, a year
—
12-month yield
0.96%
Holdings
197
What it aims to do.
The Fund?s investment objective is to seek long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA Nvidia Corporation | 7.19% |
| AVGO Broadcom Inc. | 3.13% |
| XOM Exxon Mobil Corporation | 2.08% |
| HD The Home Depot, Inc. | 1.52% |
| ADP Automatic Data Processing, Inc. | 1.51% |
| CAT Caterpillar Inc. | 1.51% |
| UNP Union Pacific Corporation | 1.40% |
| LLY Eli Lilly And Company | 1.35% |
| LIN Linde Public Limited Company | 1.35% |
| LOW Lowe's Companies, Inc. | 1.34% |
More on ESUM.
- ESUM overview
- ESUM holdings
- ESUM risk
- ESUM costs
- ESUM money in and out
- ESUM share classes
- Compare ESUM with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.