Evergreen Precious Metals A
200 Berkeley St Boston MA 02116
Phone: 800-343-2898
| Category: |
Specialty-Precious Metals |
| Fund Family: |
Evergreen |
| Net Assets: |
538.26M |
| Year-to-Date Return: |
23.68% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
20-Jan-98 |
|
Michael P. Bradshaw
Lead Manager since
05-Jun-07 |
|
| Bradshaw is a director and senior equity analyst with the Evergreen International Core Equity team. Bradshaw has been with EIMC since 2006. Previously, he served as a vice-president and in portfolio manager and senior analyst roles with Pioneer Investment Management from 1997 to 2006. He holds the Financial Charted Analyst designation. |
| 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 long-term capital growth and protection of purchasing power of capital. The fund normally invests at least 80% of assets in equity securities of companies that are engaged in, or which receive at least 50% of their revenue from, the exploration, development, mining, processing, or dealing in precious metals and minerals. It may invest up to 25% of assets, in debt securities linked to precious metals and common or preferred stocks of wholly owned subsidiaries of the fund that invest directly or indirectly in precious metals and minerals. The fund is nondiversified. |
| Last Dividend
(14-Dec-06):
|
0.42 |
| Last Cap Gain
(4-Dec-07):
|
4.90 |
| Annual Holdings Turnover
|
23.00% |
| Average for Category:
|
60.72% |
|
| Expense |
EKWAX |
Category
Avg |
| Total Expense Ratio: |
1.14%
|
1.53% |
| Max 12b1 Fee: |
0.30%
|
N/A |
| Max Front End Sales Load: |
5.75%
|
5.36% |
| Max Deferred Sales Load: |
0.00%
|
2.55% |
| 3 Yr Expense Projection*: |
$925 |
$654 |
| 5 Yr Expense Projection*: |
$1,182 |
$982 |
| 10 Yr Expense Projection*: |
$1,914 |
$1,886 |
|
|
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