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Market Cap: $398.5M

EI

Eventide Balanced Fund Class I

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© 2026 Cashu Technologies Pty Ltd. All rights reserved. Cashu Markets is a trademark of Cashu Technologies Pty Ltd.

The content published on Cashu Markets is for informational purposes only and should not be construed as investment advice, a recommendation, or an offer to buy or sell any securities. All opinions expressed are those of the authors and do not reflect the official position of Cashu Technologies Pty Ltd or its affiliates. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. Always conduct your own research and consult with a qualified financial advisor before making any investment decisions.

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Company Profile

This fund's primary objective is to generate consistent income, while also aiming for long-term growth in capital. It employs a highly adaptable strategy, predominantly allocating capital across a diverse range of income-generating assets. Specifically, its portfolio comprises both fixed-income instruments and equity shares of companies, sourced from domestic U.S. markets and diverse international economies. Exposure to international securities is uncapped, permitting direct investments or indirect participation through American Depositary Receipts (ADRs).

SectorFinancial Services

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Industry
Asset Management - Income
IPO DateJul 15, 2015
ExchangeNASDAQ
Exchange NameNASDAQ
CurrencyUSD
Headquarters & Contact
Address4221 North 203rd Street, Suite 100
City / State / ZIPElkhorn, NE, 68022-3474
CountryUnited States
Phone631 549 1859
Websitehttps://www.eventideinvestments.com/mutual-funds/balanced/class-i