Evergreen Strategic Growth A 200 Berkeley Street 26th Floor Boston MA 02116 Map
Phone: 800-343-2898
| Category: | Large Growth | | Fund Family: | Evergreen | | Net Assets: | 17.93M | | Year-to-Date Return: | 31.47% | | Yield: | 0.29% | | Morningstar Rating: |  | | Fund Inception Date: | 11-May-01 |
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W. Shannon Reid
Lead Manager since
24-Nov-97 | | | Reid is currently a vice president and portfolio manager with Evergreen Investment Management, his employer since 1988. His responsibilities include equity analysis and portfolio management of the growth-style equity products. Reid 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 long-term growth of capital. The fund normally invests at least 80% of assets in common stocks of medium sized U.S. companies whose market capitalizations fall within the market capitalization range of companies tracked by the Russell 1000 index. |
| Last Dividend
(9-Dec-09):
| 0.15 | | Last Cap Gain
(3-Dec-08):
| 1.88 | | Annual Holdings Turnover
| 182.00% | | Average for Category:
| 112.30% |
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| Expense | ESGAX | Category Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.75%
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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