Evergreen Diversified Income Builder I
200 Berkeley St Boston MA 02116
Map
Phone: 800-343-2898
| Category: | Conservative Allocation | | Fund Family: | Evergreen | | Net Assets: | 17.09M | | Year-to-Date Return: | -15.38% | | Yield: | 4.98% | | Morningstar Rating: |  | | Fund Inception Date: | 13-Jan-97 |
|
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: | $1,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
|
| |
| 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
(30-Sep-08):
| 0.02 | | Last Cap Gain
(29-Dec-04):
| 0.02 | | Annual Holdings Turnover
| 125.00% | | Average for Category:
| 60.16% |
|
| Expense | EKSYX | Category
Avg | | Total Expense Ratio: | 0.85%
| 0.97% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.97% | | Max Deferred Sales Load: | 0.00%
| 2.78% | | 3 Yr Expense Projection*: |
$278 | $700 | | 5 Yr Expense Projection*: |
$482 | $1,083 | | 10 Yr Expense Projection*: |
$1,073 | $2,095 |
|
|
11.08% Nasdaq 0.00%
Profile
