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Home›Portfolio management›Eventide Asset Management Wins 2022 Refinitiv Lipper Fund Award

Eventide Asset Management Wins 2022 Refinitiv Lipper Fund Award

By Sue Norton
March 10, 2022
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BOSTON, March 10, 2022 /PRNewswire/ — Eventide is pleased to announce that it has been honored with a 2022 Refinitiv Lipper Fund Award in United States.

The following Eventide fund is recognized for its consistently strong, risk-adjusted performance relative to its peers over the given period:

  • Eventide Dividend Opportunities Fund (NASDAQ: ETIDX), Best Equity Income Fund over 3 years.

For more than 30 years, the Refinitiv Lipper Fund Awards have sought to reflect a truly independent and uncompromising assessment of performance. Lipper uses independent fund data and a proprietary methodology that balances consistency and flexibility to adapt to an ever-changing fund universe. Receiving a Refinitiv Lipper Fund Award is indeed an honor for an investment firm.

“At Eventide, it is our organizational mission to develop quality investment products that serve the common good,” said Robin John, CEO of Eventide. “We feel humbled and honored to receive this award from Lipper for the Eventide Dividend Opportunities Fund’s three-year performance.”

Eventide manages seven funds in different asset classes with varying risk and return profiles. They use an approach that seeks to invest in businesses that they believe will succeed because they add value to society – an approach they call Investing that makes the world happy®.

Dolores BamfordCFA, the Fund’s lead portfolio manager, said of the award: “Recognition of an industry organization like Lipper reinforces our investment thesis, which posits that investing with the conscious intention of creating value for company is a well-founded approach that can also create long-term value for our shareholders.”

Eventide Funds are managed by Eventide Asset Management, LLC, a BostonParis-based investment adviser who seeks to deliver high performance by investing in companies that create attractive value for their customers, employees, supply chain, host communities, environment and society at large .

Important Information

The Refinitiv Lipper Fund Awards, presented annually, highlight funds and fund companies that have excelled in delivering consistent risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader value for consistent return (effective return) in each eligible category wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.

There can be no assurance that the Fund will achieve its objectives.

Mutual funds involve risks, including the possible loss of capital. Past performance does not guarantee future results.

Rewards Methodology

The merit of the winners is based on objective and quantitative criteria. The prestigious and influential Refinitiv Lipper Fund Awards are based on our Lipper Leaders rating for consistent performance. Individual classifications for the three-, five-, and ten-year periods, as well as fund families with high average scores for the three-year period, are also recognized. Rewards are based on Refinitiv Lipper’s proven proprietary methodology, which can be viewed here.

Investors should carefully consider a fund’s investment objectives, risks, charges and expenses before investing or sending money. This and other important information can be found in the prospectus, which can be obtained at www.eventidefunds.com or by calling 1-877-771-EVEN (3836). Please read the prospectus carefully before investing. Eventide Mutual Funds are distributed by Northern Lights Distributors, LLC, Member FINRA/SIPC, which is not affiliated with Eventide Asset Management, LLC.

Fund Contact:
Harry Nelson 877-771-EVEN (3836)

9133-NLD 03/10/2022

SOURCE Eventide Asset Management

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