Evergreen Fundamental Large Cap I
Evergreen Equity Trust 200 Berkeley St Boston, MA 02116
Map
Phone: 800-343-2898
| Category: | Large Blend | | Fund Family: | Evergreen | | Net Assets: | 200.34M | | Year-to-Date Return: | 34.50% | | Yield: | 0.86% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Oct-86 |
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Walter T. McCormick
Lead Manager since
21-Mar-02 | | | Walter is a Managing Director, Senior Portfolio Manager, and Head of the Large Cap Value/ Core Equity team of Evergreen?s Equity Management group.He returned to Evergreen in 2002. Previously, he served as Head of the Large Cap Core Growth team at Keystone Investments, a predecessor firm (1984-1998). Additionally, Walter has served as Head of the Large Cap Value team at David L. Babson & Co., (1998-2000). McCormick holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital growth with the potential for current income. The fund normally invests at least 80% of assets in the common stocks of large U.S. companies. In addition, it will seek to maintain a weighted average market capitalization that falls within the range of the Russell 1000 index. The fund intends to seek additional income primarily by investing up to 20% of assets in convertible bonds, including below investment grade bonds, and convertible preferred stocks of any quality. It may also invest up to 20% of assets in foreign securities. |
| Last Dividend
(10-Dec-09):
| 0.15 | | Last Cap Gain
(15-Nov-07):
| 1.27 | | Annual Holdings Turnover
| 30.00% | | Average for Category:
| 78.74% |
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| Expense | EVVTX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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