Evergreen Core Plus Bond B
Evergreen Fixed Income Trust 200 Berkeley St Boston, MA 02116
Map
Phone: 800-343-2898
| Category: | Intermediate-Term Bond | | Fund Family: | Evergreen | | Net Assets: | 5.23M | | Year-to-Date Return: | 1.64% | | Yield: | 4.13% | | Morningstar Rating: |  | | Fund Inception Date: | 20-May-05 |
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D. James Newton II
Lead Manager since
01-Dec-09 | | | Newton II joined Wells Capital Management in 2005 as a portfolio manager and head of investment grade credit research. Prior to joining Wells Capital Management, he served as a high-grade fixed-income analyst with Strong Capital Management since 2002. He was at Northwestern Mutual Life Insurance Company from 1998 to 2002. Newton II holds the Chartered Financial Analyst and Certified Public Accountant designations. |
| 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 maximum total return through a combination of current income and capital growth. The fund normally invests at least 80% of assets in investment grade debt securities, including debt securities issued or guaranteed by the U.S. Treasury or by an agency or instrumentality of the U.S. government, corporate bonds, mortgage-backed securities, asset-backed securities, and other income producing securities. It may invest a substantial portion of the assets in mortgage-backed securities, asset-backed securities, and collateralized mortgage obligations. |
| Last Dividend
(29-Jan-10):
| 0.02 | | Last Cap Gain
(29-Aug-95):
| 0.01 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 231.70% |
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| Expense | EKDMX | Category
Avg | | Total Expense Ratio: | 1.73%
| 0.95% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 4.18% | | Max Deferred Sales Load: | 5.00%
| 2.66% | | 3 Yr Expense Projection*: |
$ 930 | $454 | | 5 Yr Expense Projection*: |
$ 1,283 | $711 | | 10 Yr Expense Projection*: |
$ 2,144 | $1,437 |
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