Wednesday, February 10, 2010, 3:16am EST - Canadian Markets open in 6 hours and 14 minutes.
To create a watchlist or portfolio of shares, Sign-in or Register

Evergreen Shrt-Interm Bond B (EFXBX)

On Feb 9: 4.98 USD  Down 0.01 (0.20%)  
MORE ON EFXBX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst

Profile  As of 31-Jan-10 Get Profile for:
Evergreen Shrt-Interm Bond B
Evergreen Select Fixed Income Trust 200 Berkeley Street, 26th Floor Boston, MA 02116
Phone: 800-343-2898
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW
Category: Intermediate-Term Bond
Fund Family: Evergreen
Net Assets: 2.64M
Year-to-Date Return: 1.43%
Yield: 2.93%
Morningstar Rating: 1 stars
Fund Inception Date: 05-Jun-02
MORNINGSTAR STYLE BOX
Intermediate-Term Bond
[View Category Definition]

Style box information not available for EFXBX

View Top Intermediate-Term Bond Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION
Thomas O? Connor
Lead Manager since 01-Dec-09
Thomas O?Connor is a Senior Portfolio Manager Wells Capital or predecessor firm since 2000.
INVESTMENT INFORMATION
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
EFXBX can be purchased from 9 brokerages.
FUND SUMMARY
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.
FUND OPERATIONS
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%
FEES & EXPENSES
Expense EFXBX Category
Avg
Total Expense Ratio: 2.00% 0.95%
Max 12b1 Fee: 1.00% N/A
Max Front End Sales Load: % 4.18%
Max Deferred Sales Load: 2.00% 2.66%
3 Yr Expense Projection*: $727 $454
5 Yr Expense Projection*: $1,078 $711
10 Yr Expense Projection*: $1,956 $1,437
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Email to a Friend Email to a Friend
Get Profile for Another Symbol:
Symbol Lookup
Latest News Canadian Indices