Evergreen Core Plus Bond B
200 Berkeley St Boston MA 02116
Map
Phone: 800-343-2898
| Category: | Intermediate-Term Bond | | Fund Family: | Evergreen | | Net Assets: | 13.61M | | Year-to-Date Return: | -2.41% | | Yield: | 4.44% | | Morningstar Rating: |  | | Fund Inception Date: | 20-May-05 |
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Robert A. Calhoun
Lead Manager since
21-May-07 | | | Calhoun is an executive managing director and chief investment officer of Tattersall Advisory Group. He joined Tattersall in 1988 serving first as a research analyst and, later, as managing director, research, prior to being named chief investment officer in 2000. Calhoun was named executive managing director in 2003. He is a member of the Richmond Society of Financial Analysts, and is a member of AIMR. Calhoun 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 maximum total return through a combination of current income and capital growth. The fund normally invests at least 80% of assets in investment grade debt securities, including debt securities issued or guaranteed by the U.S. Treasury or by an agency or instrumentality of the U.S. government, corporate bonds, mortgage-backed securities, asset-backed securities, and other income producing securities. The Fund may invest a substantial portion of its assets in mortgage-backed securities, asset-backed securities, and collateralized mortgage obligations. |
| Last Dividend
(30-May-08):
| 0.05 | | Last Cap Gain
(29-Aug-95):
| 0.01 | | Annual Holdings Turnover
| 70.00% | | Average for Category:
| 197.60% |
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| Expense | EKDMX | Category
Avg | | Total Expense Ratio: | 1.67%
| 0.98% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.17% | | Max Deferred Sales Load: | 5.00%
| 2.70% | | 3 Yr Expense Projection*: |
$882 | $472 | | 5 Yr Expense Projection*: |
$1,201 | $731 | | 10 Yr Expense Projection*: |
$1,986 | $1,448 |
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