Evergreen Asset Allocation C
Evergreen Equity Trust 200 Berkeley St Boston, MA 02116
Map
Phone: 800-346-3858
| Category: | World Allocation | | Fund Family: | Evergreen | | Net Assets: | 3.49B | | Year-to-Date Return: | 22.15% | | Yield: | 10.31% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Oct-02 |
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Ben Inker
Lead Manager since
29-Jul-96 | | | Inker is the director of asset allocation. Inker joined GMO in 1992 . |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks total return. The fund invests all of the inevitable assets in Asset Allocation Trust, an investment company managed by GMO, which invests its assets in GMO-managed mutual funds. It may be exposed to U.S. and foreign equity securities, U.S. and foreign fixed income securities (including fixed income securities of any credit quality and having any maturity or duration), and, from time to time, other alternative asset classes. The fund is nondiversified. |
| Last Dividend
(29-Dec-08):
| 1.20 | | Last Cap Gain
(29-Dec-08):
| 0.50 | | Annual Holdings Turnover
| 6.00% | | Average for Category:
| 100.80% |
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| Expense | EACFX | Category
Avg | | Total Expense Ratio: | %
| 1.19% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.93% | | Max Deferred Sales Load: | 1.00%
| 2.22% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $695 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,081 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,177 |
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0.20% Nasdaq 0.00%
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