Evergreen Fundamental Mid Cap Value A
Evergreen Equity Trust 200 Berkeley St Boston, MA 02116
Map
Phone: 800-343-2898
| Category: | Mid-Cap Value | | Fund Family: | Evergreen | | Net Assets: | 460.00K | | Year-to-Date Return: | 21.57% | | Yield: | 0.46% | | Morningstar Rating: | N/A | | Fund Inception Date: | 28-Sep-07 |
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James M. Tringas
Lead Manager since
28-Sep-07 | | | Tringas is a managing director and senior portfolio manager with the Small Cap Value team of Evergreen?s Equity Management group. His responsibilities include managing the Special Values Fund. He has been with Evergreen or one of its predecessor firms since 1994. This experience includes serving as a portfolio manager with Wachovia Asset Management group (1994-2001). Previously, he served as a senior consultant in the Personal Financial Group of Ernst & Young (1990-1994). |
| 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 long-term capital growth. The fund invests at least 80% of assets in common stocks of medium-sized U.S. companies. In addition, it seeks to maintain a dollar-weighted average market capitalization that falls within the range of the Russell Midcap index. |
| Last Dividend
(9-Dec-09):
| 0.07 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 187.00% | | Average for Category:
| 92.67% |
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| Expense | EFVAX | Category
Avg | | Total Expense Ratio: | %
| 1.36% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.75%
| 5.43% | | Max Deferred Sales Load: | %
| 2.43% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $693 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,074 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,080 |
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0.47% Nasdaq 
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