MASHINIi

Eventide Dividend Opportunities Fund

ETIDX · MUTUAL FUND SERIES

Is Eventide Dividend Opportunities Fund Ethical?

Ethics Rating

Mixed.

Score: -5.4

This fund seeks to invest in companies that align with a broad range of ethical principles, from environmental sustainability and fair labor to community respect. Its holdings are diversified across various sectors, including industrials, technology, energy, finance, and real estate. The portfolio shows strengths in its holdings' community engagement and fair pay practices. However, many of the underlying companies present significant ethical concerns. Common issues include high greenhouse gas emissions, waste-related violations, and substantial ethics-related regulatory fines. Several holdings also have ties to the defense and weapons industries.

Mandate Alignment

How well does this fund deliver on what it claims?

-5.4
Planet-Friendly Business-24.5
Honest & Fair Business-11.8
No War, No Weapons-12.5
Fair Pay & Worker Respect9.9
Better Health for All-2.9
Safe & Smart Tech-0.3
Kind to Animals-2.1
Respect for Cultures & Communities11.6
Fair Money & Economic Opportunity-1.8
Fair Trade & Ethical Sourcing-3.2
Zero Waste & Sustainable Products-21.6

Top Holdings

CompanyWeightScoreRating
Trane Technologies PLCTT.US4.82%-2.0Mixed
Nasdaq IncNDAQ.US4.11%4.0Mixed
Entergy CorporationETR.US3.54%-6.0Mixed
Steris PLCSTE.US3.19%-3.0Mixed
KLA Corp.KLAC.US3.16%-5.0Mixed
Targa Resources Corp.TRGP.US3.02%-14.0Mixed
Rollins IncROL.US2.95%-17.0Mixed
Prologis Inc.PLD.US2.87%-8.0Mixed
Eastgroup Properties, Inc.EGP.US2.75%5.0Mixed
Royalty Pharma PLCRPRX.US2.60%-5.0Mixed
Roper Technologies IncROP.US2.48%-15.0Mixed
Williams Companies Inc. (The)WMB.US2.47%-12.0Mixed
Ferguson Enterprises IncFERG.LSE2.33%-7.0Mixed
Pentair PLCPNR.US2.26%2.0Mixed
Gallagher Aj &CoAJG.US2.18%-2.0Mixed
Old Dominion Freight Line Inc.ODFL.US2.17%-15.0Mixed
GE Vernova Inc.GEV.US2.17%-3.0Mixed
D.R. Horton, Inc.DHI.US1.93%-15.0Mixed
Talen Energy CorporationTLN.US1.77%-5.0Mixed
NiSource Inc.NI.US1.63%-1.0Mixed
Tyler Technologies Inc.TYL.US1.61%-6.0Mixed
Motorola Solutions IncMSI.US1.60%-1.0Mixed
Monolithic Power Systems Inc.MPWR.US1.54%-8.0Mixed
International Paper Co.IP.US1.54%-14.0Mixed
Lithia Motors IncorporatedLAD.US1.53%-5.0Mixed
Vistra CorpVST.US1.48%3.0Mixed
EQT CorporationEQT.US1.36%-5.0Mixed
MSCI Inc.MSCI.US1.34%-2.0Mixed
WEC Energy Group Inc.WEC.US1.25%-11.0Mixed
The Sherwin-Williams CompanySHW.US1.24%-11.0Mixed
Idex CorporationIEX.US1.14%-3.0Mixed
Constellation Energy Corp.CEG.US1.14%-7.0Mixed
Lam Research CorporationLRCX.US1.12%-5.0Mixed
Baker Hughes CompanyBKR.US0.97%-17.0Mixed
Garmin LtdGRMN.US0.79%-7.0Mixed
United Rentals, Inc.URI.US0.75%0.0Mixed
Verisk Analytics, Inc.VRSK.US0.72%5.0Mixed
Flex Ltd.FLEX.US0.71%-10.0Mixed
Encompass Health CorporationHLS.US0.57%-6.0Mixed
Teradyne Inc.TER.US0.50%-5.0Mixed
Quanta Services, Inc.PWR.US0.50%0.0Mixed
FabrinetFN.US0.44%3.0Mixed

Common Questions

How does Eventide Dividend Opportunities Fund score in an ethics audit?

Eventide Dividend Opportunities Fund received a “Mixed” ethics rating from Mashinii. We audited 46 of the fund's top 53 holdings across 11 ethical dimensions using court filings, investigative reports, and NGO data.

What are the most controversial companies in ETIDX?

Among the holdings we audited, Rollins Inc, Baker Hughes Company, Roper Technologies Inc scored lowest in our ethics assessment. These scores are based on court records, regulatory actions, and investigative journalism.

How many companies in ETIDX have ethical issues?

We audited 46 of 53 top holdings across 11 dimensions. Sign up to see individual company scores and ratings.

How does Mashinii audit Eventide Dividend Opportunities Fund?

We identify the fund's top holdings from public filings, then score each company across 11 ethical dimensions — including human rights, environmental damage, corruption, and labour practices. Our data comes from court records, investigative journalism, and NGO reports. Learn more about our methodology.

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AI-generated analysis based on publicly available data. Not financial advice. Ratings are expressions of opinion derived from automated models and may contain inaccuracies. See our Risk Disclosure for full details.