Evergreen Shrt-Interm Bond B
200 Berkeley Street 26th Floor Boston MA 02116
Map
Phone: 800-343-2898
| Category: | Intermediate-Term Bond | | Fund Family: | Evergreen | | Net Assets: | 2.41M | | Year-to-Date Return: | 14.07% | | Yield: | 3.27% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Jun-02 |
|
Robert A. Calhoun
Lead Manager since
18-Jun-99 | | | Calhoun is an executive managing director and chief investment officer of Tattersall Advisory Group. He joined Tattersall in 1988 serving first as a research analyst and, later, as managing director, research, prior to being named chief investment officer in 2000. Calhoun was named executive managing director in 2003. He is a member of the Richmond Society of Financial Analysts, and is a member of AIMR. Calhoun holds the Chartered Financial Analyst designation. |
| 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 |
|
| |
| The investment seeks to maximize total return through a combination of current income and capital growth. The fund normally invests at least 80% of assets in U.S. dollar-denominated investment grade debt securities, including mortgage-backed securities (including CMOs) and asset-backed debt securities. The remaining 20% of assets may be represented by other investments, including cash or invested in various cash equivalents or shares of registered investment companies. The fund may invest a portion of assets in derivative instruments, such as Treasury futures, Eurodollar futures and interest rate swap agreements. |
| Last Dividend
(30-Oct-09):
| 0.01 | | Last Cap Gain
(2-Dec-03):
| 0.01 | | Annual Holdings Turnover
| 189.00% | | Average for Category:
| 226.00% |
|
| Expense | EFXBX | Category
Avg | | Total Expense Ratio: | 2.00%
| 0.96% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 4.18% | | Max Deferred Sales Load: | 2.00%
| 2.65% | | 3 Yr Expense Projection*: |
$ 727 | $459 | | 5 Yr Expense Projection*: |
$ 1,078 | $711 | | 10 Yr Expense Projection*: |
$ 1,956 | $1,433 |
|
|
0.50% Nasdaq 0.00%
0.01 (0.20%) 
Profile
