Evergreen Core Bond Instl Svc
200 Berkeley Street 26th Floor Boston MA 02116
Map
Phone: 800-343-2898
| Category: | Intermediate-Term Bond | | Fund Family: | Evergreen | | Net Assets: | 34.88M | | Year-to-Date Return: | -3.96% | | Yield: | 5.05% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Oct-97 |
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Robert A. Calhoun
Lead Manager since
13-Dec-90 | | | 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: | $1,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks to maximize total return through a combination of current income and capital growth. The fund normally invests at least 80% of assets in U.S. dollar-denominated 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. It intends to limit duration to a two-year minimum and a six-year maximum while the dollar-average weighted maturity is expected to be longer than the average duration. |
| Last Dividend
(30-May-08):
| 0.04 | | Last Cap Gain
(6-Dec-05):
| 0.03 | | Annual Holdings Turnover
| 156.00% | | Average for Category:
| 197.60% |
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| Expense | ESBSX | Category
Avg | | Total Expense Ratio: | 0.70%
| 0.98% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.17% | | Max Deferred Sales Load: | 0.00%
| 2.70% | | 3 Yr Expense Projection*: |
$255 | $472 | | 5 Yr Expense Projection*: |
$444 | $731 | | 10 Yr Expense Projection*: |
$990 | $1,448 |
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0.27%
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