Mutual Fund Series Trust has announced the filing of a new prospectus for its Eventide Balanced Fund, a significant step in maintaining transparency and providing essential information to potential investors. The filing, dated November 4, 2026, outlines the fund's investment objectives, fees, and expenses, aiming to foster trust and clarity among its investors.

The Eventide Balanced Fund seeks to provide current income while maintaining the potential for capital appreciation. This dual focus on income and growth is particularly relevant in today’s investment landscape, where investors are increasingly looking for balanced strategies that can adapt to fluctuating market conditions.

Background

Mutual Fund Series Trust, incorporated in Ohio, operates as an investment entity. The company is known for its commitment to providing diverse investment options to its clients, particularly through its various mutual funds. The Eventide Balanced Fund is one of its key offerings, designed to cater to investors seeking a blend of income and growth potential.

According to the recent filings, the company has been active in updating its regulatory documents, with multiple filings submitted on November 4, 2026. This includes the prospectus that details the fund's structure and objectives.

What the Filing Says

The filing includes comprehensive details about the Eventide Balanced Fund, including its management fees and other expenses. For instance, the maximum sales charge imposed on Class A Shares is noted to be 5.75%, while Class C Shares have no sales charge. The prospectus emphasizes that investors may incur additional fees such as brokerage commissions, which are not reflected in the outlined expenses.

Additionally, the prospectus indicates that the total annual fund operating expenses for Class A Shares are 1.07%, while Class C Shares have higher expenses at 1.82%. These details are crucial for investors as they assess the cost-effectiveness of their investment choices.

Impact

This filing is significant for potential investors in the mutual fund sector, particularly those interested in the Eventide Balanced Fund. By providing clear and detailed information about fees and investment strategies, Mutual Fund Series Trust aims to enhance investor understanding and confidence. The update may also influence how investors compare this fund against competitors in the mutual fund industry.

What's Next

The filing does not specify what happens next, but it is expected that the company will continue to monitor investor feedback and market conditions to ensure that its offerings remain competitive and aligned with investor needs.

For more information, the full prospectus can be accessed through the company's website or by contacting their customer service.