Evergreen Equity Income B
200 Berkeley St Boston MA 02116
Map
Phone: 800-343-2898
| Category: | Large Value | | Fund Family: | Evergreen | | Net Assets: | 27.57M | | Year-to-Date Return: | -13.35% | | Yield: | 0.52% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Jan-95 |
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Walter T. McCormick
Lead Manager since
02-Jul-07 | | | Walter is a Managing Director, Senior Portfolio Manager, and Head of the Large Cap Value Core Equity team of Evergreens Equity Management group.He returned to Evergreen in 2002. Previously, he served as Head of the Large Cap Core Growth team at Keystone Investments, a predecessor firm (1984-1998). Additionally, Walter has served as Head of the Large Cap Value team at David L. Babson & Co., (1998-2000). McCormick 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 current income and capital growth in the value of its shares. The fund normally invests at least 80% of assets in equity securities that produce income, including common stocks and securities convertible into common stocks, across all market capitalizations. It may invest up to 20% of assets in investment grade bonds and convertible debentures of any quality. |
| Last Dividend
(12-Jun-08):
| 0.02 | | Last Cap Gain
(15-Nov-07):
| 1.85 | | Annual Holdings Turnover
| 57.00% | | Average for Category:
| 59.97% |
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| Expense | ETRBX | Category
Avg | | Total Expense Ratio: | 1.89%
| 1.28% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 5.00%
| 2.67% | | 3 Yr Expense Projection*: |
$897 | $592 | | 5 Yr Expense Projection*: |
$1,226 | $906 | | 10 Yr Expense Projection*: |
$2,040 | $1,779 |
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0.29% Nasdaq 
0.14%
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