Evergreen Equity Index Instl Svc
200 Berkeley Street 26th Floor Boston MA 02116
Phone: 800-343-2898
| Category: |
Large Blend |
| Fund Family: |
Evergreen |
| Net Assets: |
9.24M |
| Year-to-Date Return: |
4.95% |
| Yield: |
1.38% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
09-Oct-96 |
|
William E. Zieff
Lead Manager since
24-Jul-00 |
|
| Zieff joined EIMC in 2000 and has more than 20 years of investment experience. He is a senior portfolio manager and managing director who heads the Global Structured Products Unit of EIMC. Prior to joining EIMC, he was managing director and chief investment officer of the Global Asset Allocation Group at Putnam Investments, Inc. |
| 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 investment results that substantially duplicate the price and yield performance of the S&P 500 index. The fund normally invests substantially all assets in equity securities that represent a composite of the S&P 500 Index. It attempts to invest in as many of the issuers listed on the index as possible, taking into consideration industry weightings and removing stocks of companies going through financial instability. |
| Last Dividend
(13-Dec-07):
|
0.19 |
| Last Cap Gain
(8-Dec-00):
|
0.25 |
| Annual Holdings Turnover
|
14.00% |
| Average for Category:
|
70.73% |
|
| Expense |
EVISX |
Category
Avg |
| Total Expense Ratio: |
0.57%
|
1.12% |
| Max 12b1 Fee: |
0.25%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.15% |
| Max Deferred Sales Load: |
0.00%
|
2.66% |
| 3 Yr Expense Projection*: |
$281 |
$584 |
| 5 Yr Expense Projection*: |
$488 |
$899 |
| 10 Yr Expense Projection*: |
$1,084 |
$1,778 |
|
|
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