Evergreen Fundamental Large Cap I
200 Berkeley St Boston MA 02116
Map
Phone: 800-343-2898
| Category: | Large Blend | | Fund Family: | Evergreen | | Net Assets: | 230.83M | | Year-to-Date Return: | -9.20% | | Yield: | 0.86% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Oct-86 |
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Walter T. McCormick
Lead Manager since
21-Mar-02 | | | 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: | $1,000,000 | | 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 capital growth with the potential for current income. The fund normally invests at least 80% of assets in the common stocks of large U.S. companies. In addition, it will seek to maintain a weighted average market capitalization that falls within the range of the Russell 1000 index. The fund intends to seek additional income primarily by investing up to 20% of assets in convertible bonds, including below investment grade bonds, and convertible preferred stocks of any quality. It may also invest up to 20% of assets in foreign securities. |
| Last Dividend
(11-Sep-08):
| 0.04 | | Last Cap Gain
(15-Nov-07):
| 1.27 | | Annual Holdings Turnover
| 17.00% | | Average for Category:
| 71.30% |
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| Expense | EVVTX | Category
Avg | | Total Expense Ratio: | 1.09%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$353 | $577 | | 5 Yr Expense Projection*: |
$612 | $877 | | 10 Yr Expense Projection*: |
$1,352 | $1,739 |
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1.49% Nasdaq 
0.27%
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