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 |
|
|