Evergreen Envision Growth A
200 Berkeley St Boston MA 02116
Map
Phone: 800-343-2898
| Category: | Large Blend | | Fund Family: | Evergreen | | Net Assets: | 9.99M | | Year-to-Date Return: | -12.79% | | Yield: | 3.18% | | Morningstar Rating: | N/A | | Fund Inception Date: | 03-Jan-06 |
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Matthew S. Wedding
Lead Manager since
30-Jan-06 | | | Wedding is a senior vice president and managing director for the product research and solutions team. He joined EIMC in 1993. |
| 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 capital growth. The fund invests substantially all of assets in Class I shares of the underlying funds in a variety of asset classes and styles in order to achieve an aggregate asset allocation of approximately 80% equities and 20% debt securities. It normally allocates assets among the underlying funds to achieve investment exposures within the following ranges: domestic equity, 45-75%; international equity, 10-30%; investment grade fixed income, 10-30%; high yield fixed income, 0-8%; international fixed income, 0-8%. |
| Last Dividend
(30-Jun-08):
| 0.02 | | Last Cap Gain
(13-Mar-08):
| 0.57 | | Annual Holdings Turnover
| 37.00% | | Average for Category:
| 71.30% |
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| Expense | EEGAX | Category
Avg | | Total Expense Ratio: | 0.65%
| 1.11% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.75%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$1,110 | $577 | | 5 Yr Expense Projection*: |
$1,565 | $877 | | 10 Yr Expense Projection*: |
$2,820 | $1,739 |
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