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: | 15.31M | | Year-to-Date Return: | 26.63% | | Yield: | 0.30% | | 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
(10-Dec-08):
| 0.08 | | Last Cap Gain
(3-Dec-08):
| 1.88 | | Annual Holdings Turnover
| 139.00% | | Average for Category:
| 101.52% |
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| Expense | ESGAX | Category
Avg | | Total Expense Ratio: | 1.05%
| 1.33% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.42% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 890 | $658 | | 5 Yr Expense Projection*: |
$ 1,121 | $1,028 | | 10 Yr Expense Projection*: |
$ 1,784 | $2,035 |
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1.75% Nasdaq 
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