Evergreen Equity Index Instl
Evergreen Select Equity Trust 200 Berkeley Street, 26th Floor Boston, MA 02116
Phone: 800-343-2898
| Category: | Large Blend | | Fund Family: | Evergreen | | Net Assets: | 70.86M | | Year-to-Date Return: | -3.63% | | Yield: | 2.04% | | Morningstar Rating: |  | | Fund Inception Date: | 14-Feb-85 |
|
Bill Zieff
Lead Manager since
13-Jan-10 | | | Zieff is a portfolio manager for Wells Capital Management. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
|
| |
| The investment seeks investment results that substantially duplicate the price and yield performance of the S&P 500 index. The fund normally invests substantially all assets in equity securities that represent a composite of the S&P 500 Index. It attempts to invest in as many of the issuers listed on the index as possible, taking into consideration industry weightings and removing stocks of companies going through financial instability. |
| Last Dividend
(10-Dec-09):
| 0.18 | | Last Cap Gain
(17-Nov-09):
| 1.05 | | Annual Holdings Turnover
| 6.00% | | Average for Category:
| 80.36% |
|
| Expense | EVIIX | Category
Avg | | Total Expense Ratio: | 0.27%
| 1.10% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.61% | | 3 Yr Expense Projection*: |
$255 | $768 | | 5 Yr Expense Projection*: |
$444 | $1,311 | | 10 Yr Expense Projection*: |
$990 | $2,413 |
|
|
0.47 (1.29%)
