Eventide Limited-Term Bond FundETABX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$212.6M
Expense ratio
0.70%
1-year return
+4.4%
3 years, a year
+4.5%
5 years, a year
+1.7%
Holdings
114
What it aims to do.
The investment objective of the Eventide Limited-Term Bond Fund (the ?Limited-Term Bond Fund? or the ?Fund?) is income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| US Bank Mmda | 5.24% |
| JPMorgan Chase & Co. | 1.65% |
| Federal Farm Credit Banks | 1.65% |
| Federal Home Loan Mortgage Corp. | 1.45% |
| Federal National Mortgage Association | 1.44% |
| Duke Energy Florida LLC | 1.43% |
| Federal Home Loan Mortgage Corp. | 1.41% |
| Federal Home Loan Mortgage Corp. | 1.35% |
| Truist Financial Corp. | 1.33% |
| HD Home Depot Inc. | 1.31% |
More on ETABX.
- ETABX overview
- ETABX holdings
- ETABX risk
- ETABX costs
- ETABX money in and out
- ETABX share classes
- Compare ETABX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.