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

Mutual Fund Insights: Evergreen Growth C Fund (EGRTX)

In-depth Analysis of Evergreen Growth C Fund (EGRTX)

Mutual fund chart: Evergreen Growth C Fund (EGRTX)

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See Evergreen Growth C Fund (EGRTX) performance details as of January 31, 2010

  

    Last Trade: $11.32 on 3/18/2010, Change: -0.04 (-0.35%)
Experiment our closing price forecasting tool for Evergreen Growth C Fund (EGRTX) (alpha release)

  

Fund Manager - Linda Z. Freeman

Fund Manager Tenure: 18.6 years   [Similar Funds: EGRBX  EGRYX ]
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)
Freeman is a director and portfolio manager with Evergreen Investments since 1991. Between 1984 and 1991, she served as vice president and portfolio manager of Federated Investment Counseling and Federated Research Corporation. Prior to that, she worked as an analyst at Investment Corporation of Virginia and then at Virginia National Bank. Freeman holds the Chartered Financial Analyst designation and she is a member of the Richmond Society of Financial Analysts.  Get more insights on Linda Z. Freeman

  

What we like about Evergreen Growth C Fund (EGRTX) What we like about Evergreen Growth C Fund (EGRTX)

Data for Evergreen Growth C Fund (EGRTX) as of January 31, 2010

  • Evergreen Growth C Fund (EGRTX) management has been with Evergreen Growth C Fund for 18.6 years
  • Evergreen Growth C Fund (EGRTX) has good short-term performance (1-year return 40.48% vs 39.62% Small Growth category average)
  • Evergreen Growth C Fund (EGRTX) has good mid-term performance (3-year return -6.20% vs -6.96% Small Growth category average)
  • Evergreen Growth C Fund (EGRTX) has good Long-term performance (5-year return 0.27% vs 0.25% Small Growth category average)
  • Evergreen Growth C Fund (EGRTX) ratio of up-years vs down years is greater than 2
  • Evergreen Growth C Fund (EGRTX) has an annual stock turnover rate of 118.00% vs Small Growth average of 131.92%. It is good that Evergreen Growth C management does not trade extensively for its return.
  • Evergreen Growth C Fund (EGRTX) is less volatile than its peers as it has a 3-year Standard Deviation of 24.41, lower than category average of 24.84
  • Evergreen Growth C Fund (EGRTX) has a lower management fee than its Small Growth average: 1.34% vs 1.60%

  

What we are cautious about Evergreen Growth C Fund (EGRTX) What we are cautious about Evergreen Growth C Fund (EGRTX)

Data for Evergreen Growth C Fund (EGRTX) as of January 31, 2010

  • Evergreen Growth C Fund (EGRTX) has a Morningstar rating of 3 and below
  • Evergreen Growth C Fund (EGRTX) carries a 1% load
See Evergreen Growth C Fund (EGRTX) performance details as of January 31, 2010

  

  

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Evergreen Growth C Fund (EGRTX) Net Asset

Track net asset change of Evergreen Growth C fund (EGRTX)

DateNet Asset
01/2010$79.32M
11/2009$79.15M
10/2009$78.52M
More historic net asset information on Evergreen Growth C Fund (EGRTX)

  

Evergreen Growth C Fund (EGRTX) Portfolio Allocation

Track portfolio allocation change of Evergreen Growth C fund (EGRTX)

DateCashStockBondOther
09/20093.34%96.66%0%0%
06/20093.68%96.32%0%0%
03/20094.38%95.62%0%0%
Click here to see more historic asset allocation information on Evergreen Growth C Fund (EGRTX)

  

Most Recent Top 10 Holdings in Evergreen Growth C Fund (EGRTX)

Discover what Evergreen Growth C Fund (EGRTX) manager is buying

30-Sep-09
Evergreen Select Mmkt [3.34%]
iShares Russell 2000 Growth Index [3.04%]
Illumina, Inc. [1.84%]
FormFactor, Inc. [1.81%]
Equinix, Inc. [1.78%]
WARNACO GROUP INC [1.72%]
Atlas Air Worldwide Holdings [1.65%]
PETROHAWK ENERGY CP [1.53%]
NetLogic Microsystems, Inc. [1.47%]
Alexion Pharmaceuticals, Inc. [1.46%]

30-Jun-09
Evergreen Select Mmkt [3.67%]
Illumina, Inc. [1.9%]
NIC Inc. [1.71%]
NuVasive, Inc. [1.68%]
Capella Education Company [1.64%]
Cavium Networks, Inc. [1.62%]
Blue Nile, Inc. [1.6%]
SBA Communications Corporation [1.59%]
Equinix, Inc. [1.58%]
PETROHAWK ENERGY CP [1.58%]

31-Mar-09
Blue Nile, Inc. [1.86%]
Illumina, Inc. [1.84%]
Penn National Gaming, Inc. [1.82%]
NetLogic Microsystems, Inc. [1.75%]
STIFEL FINANCIAL CP [1.72%]
Blackboard Inc. [1.66%]
QUANTA SERVICES INC [1.62%]
HCC INSURANCE HLDGS [1.62%]
NIC Inc. [1.58%]
PETROHAWK ENERGY CP [1.56%]
Click here for Stock Holding Change Map in Evergreen Growth C Fund (EGRTX)

  

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