Eventide Gilead Fund vs. S&P 500
1 Month 3 Months YTD 12 Months Since Inception
Eventide Gilead 4.90% 8.59% 34.83% 15.67% 4.36%
S&P 500 3.73% 15.61% 19.26% -6.91% -11.82%
Eventide invests in companies that operate with integrity and create value
for customer, shareholder and society. According to the fund portfolio
manager, Finny Kuruvilla, MD, PhD, "In the midst of the market swings that
we have witnessed over the past year, our convictions have grown that the
best ways to invest include steady discipline, values-based thinking, and
patience. We continue to study the Eventide Gilead Fund's portfolio, the
market and macroeconomic trends in our effort to continue our strong
performance into the future."
The Eventide Gilead Fund is managed by Eventide Asset Management, a
Boston-based investment advisory firm that is committed to investing in
values-based companies and was launched on July 8, 2008.
In the chart above, "Since Inception" returns use inception date of
07/08/08. The advisor has contractually agreed to waive fees and/or
reimburse expenses but only to the extent necessary to maintain the Fund's
total annual operating expenses (excluding brokerage costs; borrowing
costs, such as (a) interest and (b) dividend on securities sold short;
taxes; costs of investing in underlying funds, 12b-1 fees and extraordinary
expenses) at 1.47% of its average daily net assets through June 30, 2011.
The S&P 500 is an index created by Standard & Poor's and is considered to
represent the performance of the stock market generally. It is not an
investment product available for purchase.
Performance is historic and does not guarantee future results. Investment
return and principal value will fluctuate with changing market conditions
so that when redeemed, shares may be worth more or less than their original
cost. Current performance may be lower or higher than the performance data
quoted. To obtain the most recent month end performance information or the
fund's prospectus please call the fund, toll free at 1.877.453.7877. You
can also obtain a prospectus at www.eventidefunds.com
An investor should consider the Fund's investment objectives, risks,
charges and expenses carefully before investing or sending money. This and
other important information about the Eventide Gilead Fund can be found in
the Fund's prospectus. Please read the prospectus carefully before
investing. The Fund is distributed by Matrix Capital Group, Inc., New York,
NY 10017.
Contact Information: Contact: Robin John Chief Financial Officer Phone: 617-878-2135