Evergreen Enhanced S&P 500 I
200 Berkeley St Boston MA 02116
Map
Phone: 800-343-2898
| Category: | Large Blend | | Fund Family: | Evergreen | | Net Assets: | 1.07B | | Year-to-Date Return: | -3.74% | | Yield: | 1.29% | | Morningstar Rating: |  | | Fund Inception Date: | 21-Feb-95 |
|
William E. Zieff
Lead Manager since
24-Jul-00 | | | Zieff joined EIMC in 2000 and has more than 20 years of investment experience. He is a senior portfolio manager and managing director who heads the Global Structured Products Unit of EIMC. Prior to joining EIMC, he was managing director and chief investment officer of the Global Asset Allocation Group at Putnam Investments, Inc. |
| 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 total return greater than that of the S&P 500 index. The fund normally invests at least 80% of assets in common stocks of companies included within the S&P 500 index. It may invest up to 20% of assets in equity securities of companies not included in the S&P 500 index, including foreign stocks, and cash or cash equivalents. |
| Last Dividend
(12-Jun-08):
| 0.06 | | Last Cap Gain
(4-Dec-07):
| 1.99 | | Annual Holdings Turnover
| 71.00% | | Average for Category:
| 69.24% |
|
| Expense | EVSYX | Category
Avg | | Total Expense Ratio: | 0.62%
| 1.10% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.18% | | Max Deferred Sales Load: | 0.00%
| 2.64% | | 3 Yr Expense Projection*: |
$205 | $574 | | 5 Yr Expense Projection*: |
$357 | $874 | | 10 Yr Expense Projection*: |
$798 | $1,731 |
|
|
0.65% Nasdaq 
0.27%
Profile
