Evergreen Shrt-Interm Bond A
Evergreen Select Fixed Income Trust 200 Berkeley Street, 26th Floor Boston, MA 02116
Phone: 800-343-2898
| Category: | Intermediate-Term Bond | | Fund Family: | Evergreen | | Net Assets: | 18.89M | | Year-to-Date Return: | 1.50% | | Yield: | 3.69% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Jun-02 |
|
Thomas O? Connor
Lead Manager since
01-Dec-09 | | | Thomas O?Connor is a Senior Portfolio Manager Wells Capital or predecessor firm since 2000. |
| 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 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 mortgage-backed securities (including CMOs) and asset-backed debt securities. The remaining 20% of assets may be represented by other investments, including cash or invested in various cash equivalents or shares of registered investment companies. The fund may invest a portion of assets in derivative instruments, such as Treasury futures, Eurodollar futures and interest rate swap agreements. |
| Last Dividend
(29-Jan-10):
| 0.01 | | Last Cap Gain
(2-Dec-03):
| 0.01 | | Annual Holdings Turnover
| 189.00% | | Average for Category:
| 231.70% |
|
| Expense | EFXAX | Category
Avg | | Total Expense Ratio: | 1.20%
| 0.95% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 2.25%
| 4.18% | | Max Deferred Sales Load: | %
| 2.66% | | 3 Yr Expense Projection*: |
$613 | $454 | | 5 Yr Expense Projection*: |
$896 | $711 | | 10 Yr Expense Projection*: |
$1,702 | $1,437 |
|
|
0.01 (0.20%)
