Evergreen Diversified Income Builder I 200 Berkeley St Boston MA 02116 Map
Phone: 800-343-2898
| Category: | Conservative Allocation | | Fund Family: | Evergreen | | Net Assets: | 61.02M | | Year-to-Date Return: | 32.09% | | Yield: | 4.84% | | Morningstar Rating: |  | | Fund Inception Date: | 13-Jan-97 |
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Margaret D. Patel
Lead Manager since
01-Jun-07 | | | Patel serves as senior vice president and portfolio manager with Pioneer Management Company, her employer since August 1999. Previously, she was a portfolio manager with Third Avenue Funds from January 1998 to August 1999. Prior to that, she was a managing director with Northstar Investment Management, her employer from 1995. She also was a president and founding partner of Fixed Income Asset Management. |
| 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 high current income; capital growth is a secondary consideration. The fund invests principally in a portfolio of securities selected by the adviser to provide high current income. It normally invests at least 80% of assets in a diversified portfolio of U.S. and non-U.S. income producing securities. The fund does not normally invest more than 25% of assets in common stocks. |
| Last Dividend
(30-Nov-09):
| 0.02 | | Last Cap Gain
(10-Dec-08):
| 0.03 | | Annual Holdings Turnover
| 57.00% | | Average for Category:
| 75.60% |
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| Expense | EKSYX | Category Avg | | Total Expense Ratio: | %
| 0.86% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.91% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $642 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $987 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,946 |
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