Eventide Multi-Asset Income Fund (ETIMX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ETIMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ETIMX
ETIMX charges 0.82% annually. There are 349 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | ETIMX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | ETIMX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | ETIMX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | ETIMX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | ETIMX vs BWBIX |
Best Risk-Adjusted Alternatives to ETIMX
ETIMX has a PortfoliosLab risk / return rank of 41. There are 439 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | ETIMX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | ETIMX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | ETIMX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | ETIMX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | ETIMX vs FSRRX |
Top Performing ETIMX Alternatives (YTD)
ETIMX is at 8.06% YTD. There are 171 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | ETIMX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | ETIMX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | ETIMX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | ETIMX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | ETIMX vs MHELX |
Lowest Volatility Alternatives to ETIMX
ETIMX has 8.86% 1-year volatility. There are 276 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | ETIMX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | ETIMX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | ETIMX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | ETIMX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | ETIMX vs CSTAX |
Lowest Drawdown Alternatives to ETIMX
ETIMX has a 1-year max drawdown of -4.81%. There are 112 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | ETIMX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | ETIMX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | ETIMX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | ETIMX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | ETIMX vs CSTAX |
Other Mutual Funds from Eventide
The 6 most viewed Eventide mutual funds shown here include ETGLX, ETIDX, ETIHX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Eventide Gilead Fund | Mid Cap Growth Equities | 44 | 11.88% | — | Jul 2008 | ETIMX vs ETGLX | |
| Eventide Dividend Opportunities Fund | Mid Cap Blend Equities | 38 | 15.08% | — | Sep 2017 | ETIMX vs ETIDX | |
| Eventide Healthcare & Life Sciences Fund | Health & Biotech Equities | 87 | 7.23% | — | Dec 2012 | ETIMX vs ETIHX | |
| Eventide Gilead Class I | Mid Cap Growth Equities | 45 | 12.01% | — | — | ETIMX vs ETILX | |
| Eventide Exponential Technologies Fund | Technology Equities | 23 | 14.57% | — | Jun 2020 | ETIMX vs ETIEX | |
| Eventide Core Bond Fund | Intermediate Core Bond | 16 | -1.02% | — | Jul 2020 | ETIMX vs ETIRX |
Often Compared With ETIMX
Investors most often compare ETIMX with CAEIX, TLVAX, BIBL. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare ETIMX with Any Fund or Stock
Compare ETIMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ETIMX with funds that move differently
Eventide Multi-Asset Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ETIMX.
Explore ETIMX Diversifiers