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 350 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 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | ETIMX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | ETIMX vs BWBIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | ETIMX vs VTMFX |
Best Risk-Adjusted Alternatives to ETIMX
ETIMX has a PortfoliosLab risk / return rank of 59. There are 297 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 | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | ETIMX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | ETIMX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | ETIMX vs AYBLX |
Top Performing ETIMX Alternatives (YTD)
ETIMX is at 11.66% YTD. There are 48 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | ETIMX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | ETIMX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | ETIMX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | ETIMX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | ETIMX vs SMIFX |
Lowest Volatility Alternatives to ETIMX
ETIMX has 8.55% 1-year volatility. There are 266 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | ETIMX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | ETIMX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | ETIMX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | ETIMX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | ETIMX vs CSTAX |
Lowest Drawdown Alternatives to ETIMX
ETIMX has a 1-year max drawdown of -4.81%. There are 114 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | ETIMX vs FSRKX |
Other Mutual Funds from Eventide Funds
The 6 most viewed Eventide Funds 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 | 54 | 17.93% | — | Jul 2008 | ETIMX vs ETGLX | |
| Eventide Dividend Opportunities Fund | Mid Cap Blend Equities | 52 | 21.57% | — | Sep 2017 | ETIMX vs ETIDX | |
| Eventide Healthcare & Life Sciences Fund | Health & Biotech Equities | 78 | 3.11% | — | Dec 2012 | ETIMX vs ETIHX | |
| Eventide Gilead Class I | Mid Cap Growth Equities | 55 | 18.02% | — | — | ETIMX vs ETILX | |
| Eventide Exponential Technologies Fund | Technology Equities | 32 | 26.27% | — | Jun 2020 | ETIMX vs ETIEX | |
| Eventide Core Bond Fund | Intermediate Core Bond | 26 | 0.34% | — | Jul 2020 | ETIMX vs ETIRX |
Often Compared With ETIMX
Investors most often compare ETIMX with CAEIX, AVEMX, TLVAX. These 20 comparison targets span 9 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