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

Mutual Fund Insights: Evergreen High-Income Muni Bond I Fund (EFHYX)

In-depth Analysis of Evergreen High-Income Muni Bond I Fund (EFHYX)

Mutual fund chart: Evergreen High-Income Muni Bond I Fund (EFHYX)

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See Evergreen High-Income Muni Bond I Fund (EFHYX) performance details as of January 31, 2010

  

    Last Trade: $7.78 on 3/17/2010, Change: 0.00 (0%)

  

Fund ManagerFund Manager - Mathew M. Kiselak

Fund Manager Tenure: 1.6 years   [Similar Funds: EFHAX  EFHBX  EFHCX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Kiselak is a director and senior portfolio manager of the Tax Exempt Fixed Income Unit of EIMC. He has been with Evergreen or one of its predecessors since 2000 and has over 19 years of investment experience.  Get more insights on Mathew M. Kiselak

  

What we like about Evergreen High-Income Muni Bond I Fund (EFHYX) What we like about Evergreen High-Income Muni Bond I Fund (EFHYX)

Data for Evergreen High-Income Muni Bond I Fund (EFHYX) as of January 31, 2010

  • Evergreen High-Income Muni Bond I Fund (EFHYX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.4, lower than category average of 12.25
  • Evergreen High-Income Muni Bond I Fund (EFHYX) has a lower management fee than its High Yield Muni average: 0.74% vs 1.12%
  • Evergreen High-Income Muni Bond I Fund (EFHYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Evergreen High-Income Muni Bond I Fund (EFHYX) What we are cautious about Evergreen High-Income Muni Bond I Fund (EFHYX)

Data for Evergreen High-Income Muni Bond I Fund (EFHYX) as of January 31, 2010

  • Evergreen High-Income Muni Bond I Fund (EFHYX) management has been with Evergreen High-Income Muni Bond I Fund for only 1.6 years, it is hard to judge manager's ability based on this fund's operation record
  • Evergreen High-Income Muni Bond I Fund (EFHYX) has a less-than-ideal short-term performance (1-year return 17.36% vs 25.06% High Yield Muni category average)
  • Evergreen High-Income Muni Bond I Fund (EFHYX) has a less-than-ideal mid-term performance (3-year return -3.38% vs -1.54% High Yield Muni category average)
  • Evergreen High-Income Muni Bond I Fund (EFHYX) has a less-than-ideal Long-term performance (5-year return 0.14% vs 1.46% High Yield Muni category average)
  • Evergreen High-Income Muni Bond I Fund (EFHYX) ratio of up-years vs down years can be improved
  • Evergreen High-Income Muni Bond I Fund (EFHYX) has a Morningstar rating of 3 and below
  • Evergreen High-Income Muni Bond I Fund (EFHYX) does not have a good risk adjusted return as its 3-year Alpha of -7.65 is worse than category average of -6.71, and its 3-year Sharpe ratio is -0.52
See Evergreen High-Income Muni Bond I Fund (EFHYX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar High Yield Muni category?

Below are some additional High Yield Muni mutual funds generated out of our database

  

Evergreen High-Income Muni Bond I Fund (EFHYX) Net Asset

Track net asset change of Evergreen High-Income Muni Bond I fund (EFHYX)

DateNet Asset
01/2010$13.09M
11/2009$13.95M
10/2009$14.96M
More historic net asset information on Evergreen High-Income Muni Bond I Fund (EFHYX)

  

Evergreen High-Income Muni Bond I Fund (EFHYX) Portfolio Allocation

Track portfolio allocation change of Evergreen High-Income Muni Bond I fund (EFHYX)

DateCashStockBondOther
09/20093.41%0%96.59%0%
06/20092.39%0%97.61%0%
03/20091.22%0%98.78%0%
Click here to see more historic asset allocation information on Evergreen High-Income Muni Bond I Fund (EFHYX)

  

Most Recent Top 10 Holdings in Evergreen High-Income Muni Bond I Fund (EFHYX)

Discover what Evergreen High-Income Muni Bond I Fund (EFHYX) manager is buying

30-Sep-09
Warren Cnty Miss Gulf Opportun Intl 6.5% [3.29%]
St Johns Cnty Fla Indl Dev Aut Health 8% [3.25%]
Gainesville & Hall Cnty Ga Dev Rev 7.25% [3.2%]
Lee Cnty Fla Indl Dev Auth 6.375% [3.15%]
Tarrant Cnty Tex Cultural Ed F Re 6.375% [3.03%]
St Johns Cnty Fla Indl Dev Aut Health 8% [2.92%]
Austin Tr Var Sts Inverse C [2.72%]
Stoneybrook Fla Cmnty Dev Dist 7% [2.71%]
West Virginia St Hosp Fin Auth 6.5% [2.29%]
Jacksonville Fla Health Facs A Rev Bd 7% [2.26%]

30-Jun-09
St Johns Cnty Fla Indl Dev Aut Health 8% [3.48%]
Lee Cnty Fla Indl Dev Auth 6.375% [3.41%]
Gainesville & Hall Cnty Ga Dev Rev 7.25% [3.3%]
Stoneybrook Fla Cmnty Dev Dist 7% [3.27%]
Tarrant Cnty Tex Cultural Ed F Re 6.375% [3.2%]
St Johns Cnty Fla Indl Dev Aut Health 8% [3.13%]
WARREN CNTY MISS GULF OPPORTUN INTL PAPE [2.98%]
Austin Tr Var Sts Inverse C [2.57%]
Cap Projs Fin Auth 8% [2.33%]
Lancaster Cnty Pa Hosp Auth 6.5% [2.14%]

31-Mar-09
TARRANT CNTY TEX CULTURAL ED F REV BDS [3.63%]
St Johns Cnty Fla Indl Dev Aut Health 8% [3.59%]
Stoneybrook Fla Cmnty Dev Dist 7% [3.32%]
St Johns Cnty Fla Indl Dev Aut Health 8% [3.23%]
Gainesville & Hall Cnty Ga Dev Rev 7.25% [3.19%]
Lee Cnty Fla Indl Dev Auth 6.375% [3.17%]
West Virginia St Hosp Fin Auth 6.5% [3.06%]
Poinciana Cmnty Dev Dist 7.125% [2.64%]
Austin Tr Var Sts Inverse C [2.58%]
WARREN CNTY MISS GULF OPPORTUN INTL PAPE [2.43%]
Click here for Stock Holding Change Map in Evergreen High-Income Muni Bond I Fund (EFHYX)

  

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