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Fund name: Evergreen A
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Symbol: EVRAX
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Portfolio contains these types of investments:
General Elec - Intel - Cisco Sys - ExxonMobil - Wal-Mart Stores - Sun Microsystems - Walt Disney Time Warner - Nortel Networks Microsoft
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Minimum Investment: $1,000
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1-Year Profit Projection: NA
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Brief fund description:
Evergreen Fund - Class A seeks capital appreciation. The fund invests primarily in common stocks and convertible securities. Management favors companies that are limited to a regional market or that have only a small portion of their outstanding shares traded publicly, special-situation companies, and small companies. Class A shares have front loads; B shares have deferred loads; C shares have level loads; Y shares are available only to shareholders of record in any Evergreen fund prior to Dec. 30, 1994, and to institutional investors. FFB Lexicon Small Company Growth Fund - Investor Class and Evergreen Micro Cap Fund - Class A have merged into the fund.
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Expenses
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Annual expense ratio: 1.39
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Tax Efficiency: NA
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Load Type:
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Load Percentage: 4.75
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Performance
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Performance 3 Months: -6.3
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Performance Year to Date: -3.9
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Performance 12 Months: 4.37
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Performance 3 Years: 10.8
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Performance 5 Years: 15.6
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Additional Comments
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Fund Features:
N/A
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Fund Strategy:
N/A
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