Evergreen Equity Income A
Evergreen Investment Mgmt Com, LLC, U.S.A
Phone: 800-343-2898
| Category: | Large Value | | Fund Family: | Evergreen | | Net Assets: | 192.39M | | Year-to-Date Return: | 5.58% | | Yield: | 1.41% | | 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 Evergreen?s 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
(11-Jun-09):
| 0.02 | | Last Cap Gain
(18-Nov-08):
| 0.32 | | Annual Holdings Turnover
| N/A | | Average for Category:
| 71.62% |
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| Expense | ETRAX | Category
Avg | | Total Expense Ratio: | 1.16%
| 1.36% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.45% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$922 | $635 | | 5 Yr Expense Projection*: |
$1,177 | $943 | | 10 Yr Expense Projection*: |
$1,903 | $1,836 |
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0.18 (1.11%)
