Evergreen Diversified Income Builder C 200 Berkeley St Boston MA 02116 Map
Phone: 800-343-2898
| Category: | Conservative Allocation | | Fund Family: | Evergreen | | Net Assets: | 61.69M | | Year-to-Date Return: | -5.46% | | Yield: | 3.34% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Feb-93 |
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Margie Patel
Lead Manager since
01-Jun-07 | | | Patel is a portfolio manager of EVERGREEN VARIABLE ANNUITY TRUST DE . Prior to joining the firm in 2007, she served as a senior vice president and portfolio manager at Pioneer Investments from 1999 through 2007. |
| 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 high current income; capital growth is a secondary consideration. The fund invests principally in a portfolio of securities selected by the adviser to provide high current income. It normally invests at least 80% of assets in a diversified portfolio of U.S. and non-U.S. income producing securities. The fund does not normally invest more than 25% of assets in common stocks. |
| Last Dividend
(31-Jul-08):
| 0.02 | | Last Cap Gain
(29-Dec-04):
| 0.02 | | Annual Holdings Turnover
| 125.00% | | Average for Category:
| 60.08% |
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| Expense | EKSCX | Category Avg | | Total Expense Ratio: | 1.85%
| 0.98% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.94% | | Max Deferred Sales Load: | 1.00%
| 2.78% | | 3 Yr Expense Projection*: |
$600 | $717 | | 5 Yr Expense Projection*: |
$1,032 | $1,107 | | 10 Yr Expense Projection*: |
$2,233 | $2,144 |
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