Evergreen PA Municipal I
200 Berkeley St Boston MA 02116
Phone: 800-343-2898
| Category: |
Muni Pennsylvania |
| Fund Family: |
Evergreen |
| Net Assets: |
595.81M |
| Year-to-Date Return: |
1.50% |
| Yield: |
4.51% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
24-Nov-97 |
|
Charles E. Jeanne
Lead Manager since
01-Nov-99 |
|
| Jeanne has been affiliated with EIMC or one of its predecessors since July 1989 and has been a portfolio manager since January 1992 and a vice president since 1996. He is a member of the Association for Investment Management and Research. Jeanne holds a Chartered Financial Analyst designation. |
| 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 current income exempt from federal income taxes, other than the alternative minimum tax, and Pennsylvania state income tax as part of a long-term strategy of achieving tax-advantaged total return. The fund normally invests at least 80% of assets in municipal securities issued by the Commonwealth of Pennsylvania, jurisdictions within the Commonwealth of Pennsylvania and possessions of the U.S. and their political subdivisions that are exempt from federal income tax, other than the alternative minimum tax, and from income taxes of the commonwealth of Pennsylvania. It is nondiversified. |
| Last Dividend
(31-Dec-07):
|
0.04 |
| Last Cap Gain
(24-Nov-99):
|
0.01 |
| Annual Holdings Turnover
|
33.00% |
| Average for Category:
|
20.36% |
|
| Expense |
EKVYX |
Category
Avg |
| Total Expense Ratio: |
0.41%
|
1.14% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
4.08% |
| Max Deferred Sales Load: |
0.00%
|
2.78% |
| 3 Yr Expense Projection*: |
$157 |
$610 |
| 5 Yr Expense Projection*: |
$274 |
$886 |
| 10 Yr Expense Projection*: |
$616 |
$1,643 |
|
|
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