Evergreen Adjustable Rate C
200 Berkeley Street 26th Floor Boston MA 02116
Map
Phone: 800-343-2898
| Category: | Ultrashort Bond | | Fund Family: | Evergreen | | Net Assets: | 378.49M | | Year-to-Date Return: | 1.08% | | Yield: | 4.09% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-00 |
|
Richard Applebach
Lead Manager since
05-Sep-08 | | | Applebach is a senior portfolio manager with Evergreen Investments affiliate Tattersall Advisory Group (TAG). Previously he served as a senior portfolio specialist for TAG. Applebach has been with TAG or an Evergreen affiliate firm since 2002. Prior to joining Tattersall, he served as a fixed income manager with Invesco (2000-2002) and Bank of America (1996-2002). He has been working in the investment management field since 1987. |
| 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 a high level of current income consistent with low volatility of principal. The fund invests at least 80% of assets in securities that have interest rates that reset at periodic intervals. The fund may also invest up to 20% of assets in obligations that pay fixed interest rates. For temporary defensive purposes, it may invest up to 100% of assets in such obligations. |
| Last Dividend
(30-Sep-08):
| 0.03 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 39.00% | | Average for Category:
| 76.41% |
|
| Expense | ESACX | Category
Avg | | Total Expense Ratio: | 1.45%
| 0.74% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 1.89% | | Max Deferred Sales Load: | 1.00%
| 2.25% | | 3 Yr Expense Projection*: |
$569 | $341 | | 5 Yr Expense Projection*: |
$980 | $553 | | 10 Yr Expense Projection*: |
$2,127 | $1,159 |
|
|
11.08% Nasdaq 
Profile
