Evergreen Adjustable Rate Instl
Evergreen Select Fixed Income Trust 200 Berkeley Street, 26th Floor Boston, MA 02116
Map
Phone: 800-343-2898
| Category: | Ultrashort Bond | | Fund Family: | Evergreen | | Net Assets: | 424.32M | | Year-to-Date Return: | 0.22% | | Yield: | 2.93% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Oct-91 |
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Chris Kauffman
Lead Manager since
05-Sep-08 | | | Kauffman is an Associate Director and Senior Portfolio Manager with TAG's Mortgage-Backed Securities/Structured Products group. He has been with TAG or an affiliate firm since 2003. Previously, he served as Investment Officer for NISA Investment Advisors from 1997 to 2003. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks a high level of current income consistent with low volatility of principal. The fund invests at least 80% of assets in securities that have interest rates that reset at periodic intervals. It may also invest up to 20% of assets in obligations that pay fixed interest rates. For temporary defensive purposes, the fund may invest up to 100% of assets in such obligations. |
| Last Dividend
(29-Jan-10):
| 0.02 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 41.00% | | Average for Category:
| 126.40% |
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| Expense | EKIZX | Category
Avg | | Total Expense Ratio: | 0.49%
| 0.74% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 1.92% | | Max Deferred Sales Load: | %
| 2.23% | | 3 Yr Expense Projection*: |
$ 157 | $332 | | 5 Yr Expense Projection*: |
$ 274 | $549 | | 10 Yr Expense Projection*: |
$ 616 | $1,147 |
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1.52% Nasdaq 0.00%
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