Evergreen Fundamental Mid Cap Value A
200 Berkeley St Boston MA 02116
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Phone: 800-343-2898
| Category: | Mid-Cap Value | | Fund Family: | Evergreen | | Net Assets: | 410.00K | | Year-to-Date Return: | -8.04% | | Yield: | 0.16% | | Morningstar Rating: | N/A | | Fund Inception Date: | 28-Sep-07 |
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James M. Tringas
Lead Manager since
28-Sep-07 | | | Tringas is a senior vice president, senior portfolio manager and member of the Value Equity team at Evergreen. He joined Evergreen in January 2002. From 1999 until hejoined Evergreen, Tringas was a vice president and portfolio manager with Wachovia Asset Management, where he also served as a security analyst from 1994 until 1999. Trings 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 capital growth. The fund invests at least 80% of assets in common stocks of medium-sized U.S. companies. In addition, it seeks to maintain a dollar-weighted average market capitalization that falls within the range of the Russell Midcap index. |
| Last Dividend
(12-Dec-07):
| 0.01 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 79.81% |
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| Expense | EFVAX | Category
Avg | | Total Expense Ratio: | %
| 1.37% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.44% | | Max Deferred Sales Load: | 0.00%
| 2.51% | | 3 Yr Expense Projection*: |
$981 | $637 | | 5 Yr Expense Projection*: |
$N/A | $957 | | 10 Yr Expense Projection*: |
$N/A | $1,920 |
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11.08% Nasdaq 0.00%
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