Balanced

1. Returns are for Class I as of 12/31/2024 with an inception date of 07/15/2015. Performance is historical and does not guarantee future results. Investment return and principal value will fluctuate with changing market conditions so that when redeemed, shares may be worth more or less than their original cost. Current performance may be lower or higher than the data quoted.
2. Past performance is no guarantee of future results.

   The Morningstar Rating™ for funds, or ‘star rating’, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The Morningstar Rating does not include any adjustment for sales loads. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10- year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Ratings are determined monthly and subject to change.

   % Rank in Category is the fund’s percentile rank for the specified time period relative to all funds that have the same Morningstar category. The highest (or most favorable) percentile rank is 1 and the lowest (or least favorable) percentile rank is 100. The top-performing fund in a category will always receive a rank of 1. Percentile ranks within categories are most useful in those categories that have a large number of funds.

   © 2025 Morningstar. All Rights Reserved. Morningstar is an independent provider of financial information. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

3. On 06/30/2024, the Fund's benchmark composite changed from 50% Russell Midcap Total Return Index and 50% Bloomberg U.S. Intermediate Aggregate Bond Index to 50% Bloomberg US Mid Cap Index and 50% Bloomberg U.S. Intermediate Aggregate Bond Index because the Fund's Adviser believes it provides more value per cost while maintaining high standards of accuracy, relevance, and reliability. The Russell Midcap Total Return Index measures the performance of the mid-cap segment of the U.S. equity universe. The Bloomberg US Mid Cap Index is a float market-cap-weighted benchmark of the lower 800 in capitalization of the Bloomberg US 1000 Index, which is a float market-cap-weighted benchmark of the 1000 most highly capitalized US companies.The Bloomberg U.S. Intermediate Aggregate Bond Index is a broad-based flagship benchmark that measures the investment grade, US dollar-denominated, fixed-rate taxable bond market with less than 10 years to maturity. The securitized sector is wholly included. The index includes Treasuries, government-related and corporate securities, MBS (mortgage-backed securities), ABS (asset-backed securities), and CMBS (commercial mortgage-backed securities). Source: Bloomberg Index Services Limited. Bloomberg® and the indices referenced herein (the "Indices", and each such index, an "Index") are service marks of Bloomberg Finance L.P. and its affiliates (collectively "Bloomberg") and/or one or more third-party providers (each such provider, a "Third-Party Provider,") and have been licensed for use for certain purposes to Eventide Asset Management LLC (the "Licensee"). To the extent a Third-Party Provider contributes intellectual property in connection with the Index, such third-party products, company names and logos are trademarks or service marks, and remain the property, of such Third-Party Provider. Bloomberg or Bloomberg's licensors own all proprietary rights in the Bloomberg Indices. Neither Bloomberg nor Bloomberg's licensors, including a Third-Party Provider, approves or endorses this material, or guarantees the accuracy or completeness of any information herein, or makes any warranty, express or implied, as to the results to be obtained therefrom and, to the maximum extent allowed by law, neither Bloomberg nor Bloomberg's licensors, including a Third-Party Provider, shall have any liability or responsibility for injury or damages arising in connection therewith. Investors cannot directly invest in an index, and unmanaged index returns do not reflect any fees, expenses, or sales charges. The volatility of an index may be materially different than that of the Fund, and investors should not expect the Fund to achieve the same results as a listed index.
4. The Fund's distribution policy is to make no more than 12 distributions to shareholders per calendar year. The frequency of distributions will be based on the availability of distributable income and the investment needs of the Fund.
5. For the Fund's fiscal year ending 06/30/2024.

   Portfolio turnover is the percentage of the portfolio that was bought or sold (lesser) during a fiscal year. A higher portfolio turnover may indicate higher transaction costs for the Fund and may result in higher taxes for investors.

6. The range shows the highest and lowest turnover ratio reported in the Annual Report during the last three fiscal years ending 06/30/2024.

   Portfolio turnover is the percentage of the portfolio that was bought or sold (lesser) during a fiscal year. A higher portfolio turnover may indicate higher transaction costs for the Fund and may result in higher taxes for investors.

7. Other expenses that apply to a continued investment in the Fund are described in the Fund's prospectus.
8. Refer to the Fund's SAI for definition of Other Expenses.
9. The adviser has contractually agreed to waive fees and/or reimburse expenses of the Fund through 10/31/2025. The agreement may be terminated by the Fund's Board of Trustees only on 60 days' written notice.
10. Effective 06/01/2022, Class I shares purchased directly from the Funds are not subject to the minimum initial or subsequent investment requirements.
11. Source: Morningstar, 12/31/2024. Average effective duration provides a measure of a fund’s interest-rate sensitivity. The longer a fund’s duration, the more sensitive the fund is to shifts in interest rates.
12. Source: Morningstar, 12/31/2024. Average effective maturity is a weighted average of all the maturities of the bonds in a portfolio. Longer-maturity funds are generally considered more interest-rate sensitive than their shorter counterparts.
13. Represents the sum of all distributions from the period indicated. Distributions consist of dividend and interest income, capital gains, and/or return of capital. Shareholders should not assume that Fund distributions represent net profit. Income may be distributed regardless of whether such income will be treated as return of capital.
14. 12-Month Yield is the sum of a fund's total trailing 12-month interest and dividend payments divided by the last month's ending share price (NAV) plus any capital gains distributed over the same period.
15. Source: © Morningstar, Inc. (2025). All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The performance and risk factor comparisons are against the Bloomberg Mid Cap/Intermediate US Aggregate 50/50 TR Index. Prior to Q4 2020, Class N shares were displayed.
16. Standard Deviation of return measures the amount of variation in historical performance from period to period.
17. Beta is a measure of the volatility of a fund relative to the Index. A beta greater than 1 is more volatile than the Index.
18. Alpha is a measure of performance on a risk-adjusted basis. It takes the volatility (price risk) of a fund and compares its risk-adjusted performance to the Index. Any excess return of a fund relative to the return of the Index is a fund’s alpha.
19. R-Squared is a measure of how a fund’s performance correlates with the Index’s performance and it can help assess how likely it is that beta is statistically significant.
20. Annualized since inception figures use an inception date of 08/01/2015 and not the actual inception date of 07/15/2015 as only full month data is used in Market Risk calculations.
21. Allocation percentages and holdings are subject to change at any time, are subject to risks discussed in the Funds prospectus, and should not be considered investment advice.
    Assets labeled Cash/Other may include cash, cash equivalents, money market funds, impact bonds, and options. Impact bonds, if invested, fund business models that strive to have significant social or environmental effects.
    Due to rounding, numbers may not add up to 100.
    Top Holdings are based on percentage of net assets and do not include cash/money market funds/equivalents.
    Portfolio Composition Source: © Morningstar, Inc. (2025). All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
22. This chart is for illustrative purposes and assumes that a $10,000 investment was made on the Fund’s inception date of 07/15/2015 and that all dividends and capital gains were reinvested. Hypothetical performance often shows markedly better results than actual management and should not be the basis for an investment decision. A variety of factors could impact investment decision making or otherwise cause differences between the hypothetical performance and actual investor returns. Compares the Eventide Balanced Fund Class I’s performance to index performance over the periods shown. Performance will differ for other fund classes, based upon fees and commissions.
    The returns shown do not reflect the deduction of taxes that a shareholder would pay on fund distributions or on the redemption of fund shares. Because of ongoing market volatility, fund performance may be subject to substantial short-term changes.
    Performance is historical and does not guarantee future results. Investment return and principal value will fluctuate with changing market conditions so that when redeemed, shares may be worth more or less than their original cost. Current performance may be lower or higher than the data quoted. Performance data current to the most recent month-end may be obtained by calling 1-877-771-EVEN (3836).

Eventide 1561-2179 - 04/01/2025 09:30am