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Fund Intelligence | Best Managers | EAIFX Insights | EAIFX Score | EAIFX Performance | EAIFX Manager | EAIFX News | EAIFX Allocation | EAIFX Holdings Change

Mutual Fund Insights: Evergreen Asset Allocation I Fund (EAIFX)

In-depth Analysis of Evergreen Asset Allocation I Fund (EAIFX)

Mutual fund chart: Evergreen Asset Allocation I Fund (EAIFX)

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See Evergreen Asset Allocation I Fund (EAIFX) performance details as of January 31, 2010

  

    Last Trade: $11.55 on 3/19/2010, Change: -0.05 (-0.43%)

  

Fund Manager - Ben Inker

Fund Manager Tenure: 13.6 years   [Similar Funds: EAAFX  EABFX  EACFX  EAXFX ]
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)
Inker is the director of asset allocation. Inker joined GMO in 1992 .  Get more insights on Ben Inker

  

What we like about Evergreen Asset Allocation I Fund (EAIFX) What we like about Evergreen Asset Allocation I Fund (EAIFX)

Data for Evergreen Asset Allocation I Fund (EAIFX) as of January 31, 2010

  • Evergreen Asset Allocation I Fund (EAIFX) management has been with Evergreen Asset Allocation I Fund for 13.6 years
  • Evergreen Asset Allocation I Fund (EAIFX) has good short-term performance (1-year return 27.81% vs 27.59% World Allocation category average)
  • Evergreen Asset Allocation I Fund (EAIFX) has good mid-term performance (3-year return 0.45% vs -1.24% World Allocation category average)
  • Evergreen Asset Allocation I Fund (EAIFX) has good Long-term performance (5-year return 4.45% vs 4.38% World Allocation category average)
  • Evergreen Asset Allocation I Fund (EAIFX) ratio of up-years vs down years is greater than 2
  • Evergreen Asset Allocation I Fund (EAIFX) has an annual stock turnover rate of 6.00% vs World Allocation average of 105.43%. It is good that Evergreen Asset Allocation I management does not trade extensively for its return.
  • Evergreen Asset Allocation I Fund (EAIFX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.67, lower than category average of 15.61
  • Evergreen Asset Allocation I Fund (EAIFX) has a lower management fee than its World Allocation average: 1.01% vs 1.24%
  • Evergreen Asset Allocation I Fund (EAIFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Evergreen Asset Allocation I Fund (EAIFX) What we are cautious about Evergreen Asset Allocation I Fund (EAIFX)

Data for Evergreen Asset Allocation I Fund (EAIFX) as of January 31, 2010

  • Evergreen Asset Allocation I 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 I Fund (EAIFX) has a Morningstar rating of 3 and below
See Evergreen Asset Allocation I Fund (EAIFX) performance details as of January 31, 2010

  

  

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Evergreen Asset Allocation I Fund (EAIFX) Net Asset

Track net asset change of Evergreen Asset Allocation I fund (EAIFX)

DateNet Asset
01/2010$650.98M
11/2009$632.68M
10/2009$595.65M
More historic net asset information on Evergreen Asset Allocation I Fund (EAIFX)

  

Evergreen Asset Allocation I Fund (EAIFX) Portfolio Allocation

Track portfolio allocation change of Evergreen Asset Allocation I fund (EAIFX)

DateCashStockBondOther
09/200912.26%56.23%18.05%13.46%
06/20097.37%59.21%18.96%14.46%
03/20098.49%56.53%25.3%9.68%
Click here to see more historic asset allocation information on Evergreen Asset Allocation I Fund (EAIFX)

  

Most Recent Top 10 Holdings in Evergreen Asset Allocation I Fund (EAIFX)

Discover what Evergreen Asset Allocation I Fund (EAIFX) 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 I Fund (EAIFX)

  

Related books and products to Evergreen Asset Allocation I Fund (EAIFX)

  

Latest News on Evergreen Asset Allocation I (EAIFX)

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