Evergreen Global Opportunities B
200 Berkeley St Boston MA 02116
Map
Phone: 800-346-3858
| Category: | World Stock | | Fund Family: | Evergreen | | Net Assets: | 37.26M | | Year-to-Date Return: | 23.22% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Feb-93 |
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Francis X. Claro
Lead Manager since
31-Dec-99 | | | Francis is a senior portfolio manager and managing director who heads Evergreen?s International Small Cap Equity team. He joined Evergreen in 1994. Prior to joining Evergreen, he served as an investment officer with Inter-American Investment Corporation from 1992 to 1994, where he was responsible for making private equity and debt investments. Francis 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 |
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| The investment seeks capital growth. The fund normally invests at least 65% of assets in equities. It principally invests in equity securities of small- to medium-sized companies, generally under $8.5 billion in market capitalization at the time of purchase, that are in a relatively early stage of development. The fund normally holds securities of issuers located in at least three countries (which may include the U.S.). |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(4-Dec-07):
| 2.09 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 78.70% |
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| Expense | EKGBX | Category
Avg | | Total Expense Ratio: | 2.28%
| 1.50% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | 5.00%
| 2.54% | | 3 Yr Expense Projection*: |
$ 1,012 | $712 | | 5 Yr Expense Projection*: |
$ 1,420 | $1,102 | | 10 Yr Expense Projection*: |
$ 2,427 | $2,213 |
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0.17% Nasdaq 0.00%
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