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EKIZX

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Analysis and statistics

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About

EKIZX.US refers to the Eventide Catholic Values Fund, an actively managed mutual fund offered by Eventide Funds. It seeks to invest in companies that align with Catholic values, focusing on businesses that contribute to human flourishing and avoid activities that conflict with those values, such as abortion, pornography, and weapons manufacturing. The fund invests across various market capitalizations and sectors, aiming for long-term capital appreciation.
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Factors

Fund Performance: A fund's historical and recent performance greatly impacts its price. Strong returns attract investors, increasing demand and price. Market Conditions: Broad market trends, economic growth, and investor sentiment influence fund prices. Bull markets lift prices, while bear markets depress them. Interest Rates: Rising interest rates can decrease the value of bond funds like EKIZX.US, as older bonds with lower yields become less attractive. Expense Ratio: Higher expense ratios can negatively affect fund returns and make them less attractive to investors, potentially lowering the price. Fund Manager Skill: The fund manager's expertise in selecting and managing assets plays a crucial role in the fund's performance and price.

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