Evergreen Shrt-Interm Municipal C 200 Berkeley St Boston MA 02116 Map
Phone: 800-343-2898
| Category: | Muni National Short | | Fund Family: | Evergreen | | Net Assets: | 13.02M | | Year-to-Date Return: | 10.87% | | Yield: | 2.96% | | Morningstar Rating: |  | | Fund Inception Date: | 27-Mar-02 |
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Mathew M. Kiselak
Lead Manager since
10-Dec-07 | | | Kiselak is a director and senior portfolio manager of the Tax Exempt Fixed Income Unit of EIMC. He has been with Evergreen or one of its predecessors since 2000 and has over 19 years of investment experience. |
| 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 current income exempt from federal income taxes, other than the alternative minimum tax, as part of a long-term strategy of achieving tax-advantaged total return. The fund normally invests at least 80% of assets in investment grade municipal securities. It normally invests all of assets in a diversified portfolio of short and intermediate-term municipal securities. The fund may invest up to 20% of assets in below investment grade bonds, but will not invest in bonds rated below B. It may invest up to 100% of assets in such securities for temporary defensive purpose. |
| Last Dividend
(30-Sep-09):
| 0.02 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 30.00% | | Average for Category:
| 52.92% |
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| Expense | EMUCX | Category Avg | | Total Expense Ratio: | 1.62%
| 0.84% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 2.41% | | Max Deferred Sales Load: | 1.00%
| 1.72% | | 3 Yr Expense Projection*: |
$ 511 | $386 | | 5 Yr Expense Projection*: |
$ 881 | $605 | | 10 Yr Expense Projection*: |
$ 1,922 | $1,227 |
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