Evergreen Envision Growth and Income B
200 Berkeley St Boston MA 02116
Map
Phone: 800-343-2898
| Category: | Moderate Allocation | | Fund Family: | Evergreen | | Net Assets: | 2.68M | | Year-to-Date Return: | -11.55% | | Yield: | 3.09% | | 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 to achieve growth of capital and current income. The fund invests substantially all of assets in class I shares of the underlying funds in a variety of asset classes and styles. It invests in the underlying funds to achieve an aggregate asset allocation of approximately 60% equities and 40% debt securities. The fund normally allocates assets among the underlying funds to achieve investment exposures within the following ranges: domestic equity, 35-55%; international equity 5-25%; investment grade fixed income, 20-40%; high yield fixed income, 0-15%; international fixed income, 0-15%. |
| Last Dividend
(30-Jun-08):
| 0.05 | | Last Cap Gain
(13-Mar-08):
| 0.40 | | Annual Holdings Turnover
| 116.00% | | Average for Category:
| 71.15% |
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| Expense | EGBIX | Category
Avg | | Total Expense Ratio: | 1.34%
| 1.09% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.26% | | Max Deferred Sales Load: | 5.00%
| 2.76% | | 3 Yr Expense Projection*: |
$973 | $626 | | 5 Yr Expense Projection*: |
$1,354 | $953 | | 10 Yr Expense Projection*: |
$2,292 | $1,864 |
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