Financial Optimization through Technology Innovation

Top Fund Managers

Latest Mutual Fund News

Financial Advisor Sponsor:Christine F. Heim, Managing Director

Bookmark this site!

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance

Fund Mojo on Facebook

Mutual Fund Insights: Evergreen Asset Allocation C Fund (EACFX)

In-depth Analysis of Evergreen Asset Allocation C Fund (EACFX)

Mutual fund chart: Evergreen Asset Allocation C Fund (EACFX)

3 months
6 months
1 year
3 year
5 year

See Evergreen Asset Allocation C Fund (EACFX) performance details as of February 28, 2010

Last Trade: $11.14 on 3/19/2010, Change: -0.05 (-0.45%)

Fund Manager - Ben Inker

Fund Manager Tenure: 13.7 years [Similar Funds: EAAFX EABFX EAIFX EAXFX ]
Fundmojo Fund Grade: B (Score: 0.61) (What does this score mean?)

Ben Inker is the director of asset allocation. Ben Inker joined GMO in 1992 . Get more insights on Ben Inker

What we like about Evergreen Asset Allocation C Fund (EACFX)

Data for Evergreen Asset Allocation C Fund (EACFX) as of February 28, 2010

Evergreen Asset Allocation C Fund (EACFX) management has been with Evergreen Asset Allocation C Fund for 13.7 years
Evergreen Asset Allocation C Fund (EACFX) ratio of up-years vs down years is greater than 2
Evergreen Asset Allocation C Fund (EACFX) has an annual stock turnover rate of 6.00% vs World Allocation average of 103.10%. It is good that Evergreen Asset Allocation C management does not trade extensively for its return.
Evergreen Asset Allocation C Fund (EACFX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.67, lower than category average of 15.64

What we are cautious about Evergreen Asset Allocation C Fund (EACFX)

Data for Evergreen Asset Allocation C Fund (EACFX) as of February 28, 2010

Evergreen Asset Allocation C Fund is a focused fund with 91.52% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
Evergreen Asset Allocation C Fund (EACFX) has a less-than-ideal short-term performance (1-year return 33.43% vs 37.83 % World Allocation category average)
Evergreen Asset Allocation C Fund (EACFX) has a less-than-ideal mid-term performance (3-year return -0.37% vs -0.88 % World Allocation category average)
Evergreen Asset Allocation C Fund (EACFX) has a less-than-ideal Long-term performance (5-year return 2.96% vs 3.99 % World Allocation category average)
Evergreen Asset Allocation C Fund (EACFX) has a Morningstar rating of 3 and below
Evergreen Asset Allocation C Fund (EACFX) is less safe compared to its World Allocation peers
Evergreen Asset Allocation C Fund (EACFX) does not have a good risk adjusted return as its 3-year Alpha of -1.48 is worse than category average of -1.47, and its 3-year Sharpe ratio is -0.13
Evergreen Asset Allocation C Fund (EACFX) has a higher management fee of 1.56% than its World Allocation average of 1.21%
Evergreen Asset Allocation C Fund (EACFX) carries a 1% load

See Evergreen Asset Allocation C Fund (EACFX) performance details as of February 28, 2010

Interested in other top mutual funds in similar World Allocation category?

Below are some additional World Allocation mutual funds generated out of our database

Evergreen Asset Allocation C Fund (EACFX) Net Asset

Track net asset change of Evergreen Asset Allocation C fund (EACFX)

Date	Net Asset
02/2010	$8.48B
01/2010	$3.42B
11/2009	$3.49B

More historic net asset information on Evergreen Asset Allocation C Fund (EACFX)

Evergreen Asset Allocation C Fund (EACFX) Portfolio Allocation

Track portfolio allocation change of Evergreen Asset Allocation C fund (EACFX)

Date	Cash	Stock	Bond	Other
09/2009	12.26%	56.23%	18.05%	13.46%
06/2009	7.37%	59.21%	18.96%	14.46%
03/2009	8.49%	56.53%	25.3%	9.68%

Click here to see more historic asset allocation information on Evergreen Asset Allocation C Fund (EACFX)

Most Recent Top 10 Holdings in Evergreen Asset Allocation C Fund (EACFX)

Discover what Evergreen Asset Allocation C Fund (EACFX) manager is buying

30-Sep-09

GMO Quality VI [30.25%]
GMO Strategic Fixed Income VI [14.02%]
GMO International Core Equity VI [12.86%]
GMO Emerging Markets VI [7.7%]
GMO Asset Allocation Bond VI [5.39%]
GMO Alpha Only IV [4.81%]
GMO Domestic Bond VI [4.53%]
GMO International Growth Equity IV [3.7%]
GMO Intl Intrinsic Value IV [3.67%]
Gmo Fixed Income Llc Gmo Redemption Fund For Aat [3.42%]

30-Jun-09

GMO Quality VI [30.64%]
GMO Strategic Fixed Income VI [15.36%]
GMO International Core Equity VI [12.32%]
GMO Emerging Markets VI [8.18%]
GMO Domestic Bond VI [5.2%]
GMO Asset Allocation Bond VI [4.97%]
GMO Intl Intrinsic Value IV [4.74%]
GMO International Growth Equity IV [4.64%]
Gmo Fixed Income Llc Gmo Redemption Fund For Aat [3.81%]
Gmo Flexible Equities Fund Cl Mutual Fund [2.37%]

31-Mar-09

GMO U.S. Quality Equity VI [31.35%]
GMO Strategic Fixed Income VI [19.1%]
GMO International Core Equity VI [11.45%]
GMO Domestic Bond VI [7.05%]
GMO Emerging Markets VI [6.93%]
Gmo Fixed Income Llc Gmo Redemption Fund [4.58%]
GMO International Growth Equity IV [4.43%]
GMO Intl Intrinsic Value IV [4.32%]
GMO Alpha Only IV [2.4%]
Gmo Flexible Equities Fund Cl Mutual Fun [2.19%]

Click here for Stock Holding Change Map in Evergreen Asset Allocation C Fund (EACFX)

Related books and products to Evergreen Asset Allocation C Fund (EACFX)

Latest News on Evergreen Asset Allocation C (EACFX)

See what is happening with Evergreen Asset Allocation C Fund (EACFX)

Yahoo! Finance: RSS feed not found

See more news on Evergreen Asset Allocation C Fund (EACFX)

Books and Resources

See more information on Evergreen Asset Allocation C Fund (EACFX)

Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.