Evergreen Envision Growth and Income I
200 Berkeley St Boston MA 02116
Phone: 800-343-2898
| Category: |
Moderate Allocation |
| Fund Family: |
Evergreen |
| Net Assets: |
220.00K |
| Year-to-Date Return: |
3.14% |
| Yield: |
3.37% |
| Morningstar Rating: |
N/A |
| Fund Inception Date: |
03-Jan-06 |
|
Matthew S. Wedding
Lead Manager since
30-Jan-06 |
|
| Wedding is a senior vice president and managing director for the product research and solutions team. He joined EIMC in 1993 and has more than 16 years of investment experience. |
| Min Initial Investment: |
$1,000,000 |
| Min Initial Investment, IRA: |
$0 |
| Min Initial Investment, AIP: |
$0 |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$0 |
|
|
|
| The investment seeks to achieve growth of capital and current income. The fund will invest substantially all of assets in class I shares of the underlying funds in a variety of asset classes and styles. It invests in the underlying funds to achieve an aggregate asset allocation of approximately 60% equities and 40% debt securities. The fund normally allocates assets among the underlying funds to achieve investment exposures within the following ranges: domestic equity, 35-55%; international equity 5-25%; investment grade fixed income,20-40%; high yield fixed income, 0-15%; international fixed income,0-15%. |
| Last Dividend
(28-Dec-07):
|
0.17 |
| Last Cap Gain
(27-Dec-07):
|
1.28 |
| Annual Holdings Turnover
|
8.00% |
| Average for Category:
|
68.16% |
|
| Expense |
EGIIX |
Category
Avg |
| Total Expense Ratio: |
0.36%
|
1.11% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.21% |
| Max Deferred Sales Load: |
0.00%
|
2.74% |
| 3 Yr Expense Projection*: |
$822 |
$638 |
| 5 Yr Expense Projection*: |
$1,557 |
$954 |
| 10 Yr Expense Projection*: |
$3,503 |
$1,869 |
|
|
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