Evergreen Mid Cap Growth B
200 Berkeley St Boston MA 02116
Map
Phone: 800-343-2898
| Category: | Mid-Cap Growth | | Fund Family: | Evergreen | | Net Assets: | 7.14M | | Year-to-Date Return: | 25.38% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 11-Sep-35 |
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Julian J Johnson
Lead Manager since
07-May-08 | | | Johnson is a director, portfolio manager and senior analyst of Evergreen?s Equity Management group. Her analytical responsibilities include the consumer and healthcare sectors. She has been working with Evergreen or one of its predecessor firms since 1995. Previously, she worked at Smith Barney Shearson as a sales associate (1993-1995). Juli has been working in the investment management field since 1993. |
| 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 long-term capital growth. The fund normally invests at least 80% of assets in common stocks of medium-sized U.S. companies. It invests up to 20% of assets in other securities, without regard to the market capitalizations of the issuers. |
| Last Dividend
(12-Dec-07):
| 0.03 | | Last Cap Gain
(18-Nov-08):
| 0.03 | | Annual Holdings Turnover
| 114.00% | | Average for Category:
| 125.67% |
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| Expense | EKABX | Category
Avg | | Total Expense Ratio: | 1.69%
| 1.45% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | 5.00%
| 2.68% | | 3 Yr Expense Projection*: |
$ 863 | $714 | | 5 Yr Expense Projection*: |
$ 1,170 | $1,046 | | 10 Yr Expense Projection*: |
$ 1,908 | $2,067 |
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1.77% Nasdaq 
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