Evergreen Envision Income B
200 Berkeley St Boston MA 02116
Map
Phone: 800-343-2898
| Category: | Conservative Allocation | | Fund Family: | Evergreen | | Net Assets: | 900.00K | | Year-to-Date Return: | -11.56% | | Yield: | 4.98% | | Morningstar Rating: | N/A | | Fund Inception Date: | 03-Jan-06 |
|
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 |
|
| |
| The investment seeks current income with a secondary focus on capital appreciation. The fund invests substantially all of assets in class I shares of the underlying funds in a variety of asset classes and styles. It intends to invest in the underlying funds to achieve an aggregate asset allocation of approximately 20% equities and 80% debt securities. The fund expects to invest 5-25% of assets in domestic equity, 0-10% in international equity; 40-70% in investment grade fixed income; 10-30% in high yield fixed income; 0-20% in international fixed income. |
| Last Dividend
(30-Jun-08):
| 0.10 | | Last Cap Gain
(13-Mar-08):
| 0.10 | | Annual Holdings Turnover
| 142.00% | | Average for Category:
| 60.08% |
|
| Expense | EIIBX | Category
Avg | | Total Expense Ratio: | 1.36%
| 0.98% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.94% | | Max Deferred Sales Load: | 5.00%
| 2.78% | | 3 Yr Expense Projection*: |
$1,132 | $717 | | 5 Yr Expense Projection*: |
$1,620 | $1,107 | | 10 Yr Expense Projection*: |
$2,831 | $2,144 |
|
|
0.29% Nasdaq 
0.14%
Profile
