Evergreen Fundamental Mid Cap Value B 200 Berkeley St Boston MA 02116 Map
Phone: 800-343-2898
| Category: | Mid-Cap Value | | Fund Family: | Evergreen | | Net Assets: | 310.00K | | Year-to-Date Return: | -4.59% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 28-Sep-07 |
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| 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):
| 0.00 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 79.50% |
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| Expense | EFVBX | Category Avg | | Total Expense Ratio: | %
| 1.36% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.43% | | Max Deferred Sales Load: | 5.00%
| 2.54% | | 3 Yr Expense Projection*: |
$961 | $632 | | 5 Yr Expense Projection*: |
$N/A | $957 | | 10 Yr Expense Projection*: |
$N/A | $1,921 |
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