Evergreen Diversified Capital Builder B
Evergreen Equity Trust 200 Berkeley St Boston, MA 02116
Map
Phone: 800-343-2898
| Category: | Moderate Allocation | | Fund Family: | Evergreen | | Net Assets: | 17.78M | | Year-to-Date Return: | 38.17% | | Yield: | 0.91% | | Morningstar Rating: |  | | Fund Inception Date: | 11-Sep-35 |
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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 | | 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 total return through capital growth and current income. The fund invests in a combination of debt and equity securities chosen for the potential for current income and capital growth. It normally invests at least 25% of assets in foreign equity and fixed income securities. The fund invests in both common and preferred stocks of large U.S. companies. In addition, it may seek to maintain a weighted average market capitalization that falls within the range of the Russell 1000 index. |
| Last Dividend
(10-Dec-09):
| 0.00 | | Last Cap Gain
(18-Nov-08):
| 0.75 | | Annual Holdings Turnover
| 60.00% | | Average for Category:
| 82.83% |
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| Expense | EKBBX | Category
Avg | | Total Expense Ratio: | %
| 1.01% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | 5.00%
| 2.71% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $633 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $964 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,881 |
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0.31% Nasdaq 0.00%
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