Evergreen Asset Allocation C
200 Berkeley St Boston MA 02116
Map
Phone: 800-346-3858
| Category: | World Allocation | | Fund Family: | Evergreen | | Net Assets: | 4.18B | | Year-to-Date Return: | -7.66% | | Yield: | 3.73% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Oct-02 |
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Ben Inker
Lead Manager since
29-Jul-96 | | | Inker is the chief investment officer of quantitative developed equities and director of asset allocation at GMO, which he joined in 1992. Inker 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 total return. The fund seeks total return greater than the GMO Global Balanced index. It invests all of investable assets in Asset Allocation Trust, which invests its assets in GMO-managed mutual funds that invest in U.S. and foreign equity securities, U.S. and foreign fixed-income instruments and other alternative asset classes. The fund will typically be nearly fully exposed to equity and fixed-income securities through its indirect investment in the underlying funds. |
| Last Dividend
(13-Mar-08):
| 0.04 | | Last Cap Gain
(13-Mar-08):
| 0.35 | | Annual Holdings Turnover
| 2.00% | | Average for Category:
| 50.08% |
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| Expense | EACFX | Category
Avg | | Total Expense Ratio: | 1.54%
| 1.17% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.40% | | Max Deferred Sales Load: | 1.00%
| 2.36% | | 3 Yr Expense Projection*: |
$634 | $679 | | 5 Yr Expense Projection*: |
$1,088 | $1,055 | | 10 Yr Expense Projection*: |
$2,348 | $2,089 |
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0.29% Nasdaq 
0.14%
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