Evergreen Equity Income C
200 Berkeley St Boston MA 02116
Phone: 800-343-2898
| Category: |
Large Value |
| Fund Family: |
Evergreen |
| Net Assets: |
23.91M |
| Year-to-Date Return: |
1.97% |
| Yield: |
0.53% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
03-Jan-95 |
|
Walter T. McCormick
Lead Manager since
02-Jul-07 |
|
| Walter McCormick is a senior vice president, senior portfolio manager and head of Evergreens Large Cap Value and Core Equity Team. He originally joined a predecessor of Evergreen in 1984. McCormick joined David L. Babson & Co., Inc. in 1998 and retired from there in April 2000. He rejoined Evergreen in March 2002. McCormick has been working in the investment management field since 1970. 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
(13-Dec-07):
|
0.02 |
| Last Cap Gain
(15-Nov-07):
|
1.85 |
| Annual Holdings Turnover
|
57.00% |
| Average for Category:
|
56.64% |
|
| Expense |
ETRCX |
Category
Avg |
| Total Expense Ratio: |
1.89%
|
1.31% |
| Max 12b1 Fee: |
1.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.34% |
| Max Deferred Sales Load: |
1.00%
|
2.70% |
| 3 Yr Expense Projection*: |
$597 |
$595 |
| 5 Yr Expense Projection*: |
$1,026 |
$913 |
| 10 Yr Expense Projection*: |
$2,222 |
$1,795 |
|
|
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