Eventide Exponential Technologies Fund

Shareclass
Eventide Exponential Technologies N (ETNEX)
Type
Open-end mutual fund
Sustainability mandate

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Eventide Exponential Technologies Fund

FUND COVERAGE
# of holdings55
% of assets91%
Score
46 / 100
Rank

16.3 percentile

Group: Sector Equity

Rank: #725 out of 865

Grade
F

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

23 / 40

Gender Equality: Equal Compensation and Work Life Balance

7 / 30

Gender Equality: Policies Promoting Gender Equality

16 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. SAP SE ADR
         % of fund invested: 2.59%
         $USD invested: $2.53M
  • 2. HubSpot Inc
         % of fund invested: 1.67%
         $USD invested: $1.63M
  • 3. Adyen NV ADR
         % of fund invested: 2.93%
         $USD invested: $2.87M
  • 4. Intuit Inc
         % of fund invested: 2.4%
         $USD invested: $2.35M
  • 5. ServiceNow Inc
         % of fund invested: 0.49%
         $USD invested: $474,973
  • 6. Tyler Technologies Inc
         % of fund invested: 0.5%
         $USD invested: $484,943
  • 7. Dynatrace Inc Ordinary Shares
         % of fund invested: 1.38%
         $USD invested: $1.35M
  • 8. Palo Alto Networks Inc
         % of fund invested: 0.95%
         $USD invested: $925,791
  • 9. GE Vernova Inc
         % of fund invested: 1.38%
         $USD invested: $1.35M
  • 10. Ciena Corp
         % of fund invested: 2.16%
         $USD invested: $2.11M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Shopify Inc Registered Shs -A- Subord Vtg
         % of fund invested: 1.14%
         $USD invested: $1.12M
  • 2. Astera Labs Inc
         % of fund invested: 0.64%
         $USD invested: $625,526
  • 3. Constellation Software Inc
         % of fund invested: 3.97%
         $USD invested: $3.89M
  • 4. Chewy Inc
         % of fund invested: 0.51%
         $USD invested: $501,211
  • 5. Privia Health Group Inc
         % of fund invested: 1.99%
         $USD invested: $1.95M
  • 6. Remitly Global Inc
         % of fund invested: 2.12%
         $USD invested: $2.08M
  • 7. Klaviyo Inc Class A common stock
         % of fund invested: 0.62%
         $USD invested: $604,507
  • 8. Rubrik Inc Class A Shares
         % of fund invested: 0.8%
         $USD invested: $787,586
  • 9. Impinj Inc
         % of fund invested: 0.32%
         $USD invested: $317,771
  • 10. AvePoint Inc Ordinary Shares - Class A
         % of fund invested: 0.88%
         $USD invested: $858,194

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Eventide Exponential Technologies Fund

Totals

Holdings
Assets
Weight
Prisons
1
$2.13M
2.17%
     Prisons high risk
1
$2.13M
2.17%
     Private prisons
0
$0
0%
Borders
1
$2.13M
2.17%
     Borders high risk
1
$2.13M
2.17%
Total
1
$2.13M
2.17%
Full fund results

Holdings — 1 flagged holdings

1.
Axon Enterprise Inc
Prisons
Borders
$2.13M
2.17%
Prisons
Borders :
$2.13M
2.17%
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