Evergreen Equity Income B
Evergreen Equity Trust 200 Berkeley St Boston, MA 02116
Phone: 800-343-2898
| Category: |
Large Value |
| Fund Family: |
Evergreen |
| Net Assets: |
10.71M |
| Year-to-Date Return: |
-2.73% |
| Yield: |
0.36% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
03-Jan-95 |
|
Walter T. McCormick
Lead Manager since
02-Jul-07 |
|
| Walter is a Managing Director, Senior Portfolio Manager, and Head of the Large Cap Value/ Core Equity team of Evergreen?s Equity Management group.He returned to Evergreen in 2002. Previously, he served as Head of the Large Cap Core Growth team at Keystone Investments, a predecessor firm (1984-1998). Additionally, Walter has served as Head of the Large Cap Value team at David L. Babson & Co., (1998-2000). McCormick holds the Chartered Financial 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 current income and capital growth in the value of its shares. The fund normally invests at least 80% of assets in equity securities that produce income, including common stocks and securities convertible into common stocks, across all market capitalizations. It may invest up to 20% of assets in investment grade bonds and convertible debentures of any quality. |
| Last Dividend
(10-Sep-09):
|
0.00 |
| Last Cap Gain
(18-Nov-08):
|
0.32 |
| Annual Holdings Turnover
|
19.00% |
| Average for Category:
|
69.44% |
|
| Expense |
ETRBX |
Category
Avg |
| Total Expense Ratio: |
2.04%
|
1.28% |
| Max 12b1 Fee: |
1.00%
|
N/A |
| Max Front End Sales Load: |
%
|
5.46% |
| Max Deferred Sales Load: |
5.00%
|
2.65% |
| 3 Yr Expense Projection*: |
$940 |
$599 |
| 5 Yr Expense Projection*: |
$1,298 |
$934 |
| 10 Yr Expense Projection*: |
$2,176 |
$1,838 |
|
|
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