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

Mutual Fund Insights: Evergreen Global Opportunities B Fund (EKGBX)

In-depth Analysis of Evergreen Global Opportunities B Fund (EKGBX)

Mutual fund chart: Evergreen Global Opportunities B Fund (EKGBX)

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See Evergreen Global Opportunities B Fund (EKGBX) performance details as of January 31, 2010

  

    Last Trade: $23.40 on 3/18/2010, Change: -0.18 (-0.76%)

  

Fund Manager - Francis X. Claro

Fund Manager Tenure: 10.2 years   [Similar Funds: EKGAX  EKGCX  EKGYX ]
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)
Francis is a senior portfolio manager and managing director who heads Evergreen?s International Small Cap Equity team. He joined Evergreen in 1994. Prior to joining Evergreen, he served as an investment officer with Inter-American Investment Corporation from 1992 to 1994, where he was responsible for making private equity and debt investments. Francis holds the Chartered Financial Analyst designation.  Get more insights on Francis X. Claro

  

What we like about Evergreen Global Opportunities B Fund (EKGBX) What we like about Evergreen Global Opportunities B Fund (EKGBX)

Data for Evergreen Global Opportunities B Fund (EKGBX) as of January 31, 2010

  • Evergreen Global Opportunities B Fund (EKGBX) management has been with Evergreen Global Opportunities B Fund for 10.2 years
  • Evergreen Global Opportunities B Fund (EKGBX) has good mid-term performance (3-year return -5.94% vs -6.17% World Stock category average)
  • Evergreen Global Opportunities B Fund (EKGBX) has good Long-term performance (5-year return 4.55% vs 2.47% World Stock category average)
  • Evergreen Global Opportunities B Fund (EKGBX) ratio of up-years vs down years is greater than 2
  • Evergreen Global Opportunities B Fund (EKGBX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.94, lower than category average of 22.99

  

What we are cautious about Evergreen Global Opportunities B Fund (EKGBX) What we are cautious about Evergreen Global Opportunities B Fund (EKGBX)

Data for Evergreen Global Opportunities B Fund (EKGBX) as of January 31, 2010

  • Evergreen Global Opportunities B Fund (EKGBX) has a less-than-ideal short-term performance (1-year return 35.60% vs 40.69% World Stock category average)
  • Evergreen Global Opportunities B Fund (EKGBX) has a Morningstar rating of 3 and below
  • Evergreen Global Opportunities B Fund (EKGBX) has an annual stock turnover rate of 170.00% that is higher than the World Stock average of 93.35%. This could mean Evergreen Global Opportunities B is more nimble, but also signal potential high tax impact and high trading fees
  • Evergreen Global Opportunities B Fund (EKGBX) has a higher management fee of 2.28% than its World Stock average of 1.53%
  • Evergreen Global Opportunities B Fund (EKGBX) carries a 5% load
See Evergreen Global Opportunities B Fund (EKGBX) performance details as of January 31, 2010

  

  

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Evergreen Global Opportunities B Fund (EKGBX) Net Asset

Track net asset change of Evergreen Global Opportunities B fund (EKGBX)

DateNet Asset
01/2010$35.06M
11/2009$35.41M
10/2009$34.95M
More historic net asset information on Evergreen Global Opportunities B Fund (EKGBX)

  

Evergreen Global Opportunities B Fund (EKGBX) Portfolio Allocation

Track portfolio allocation change of Evergreen Global Opportunities B fund (EKGBX)

DateCashStockBondOther
09/20094.31%93.5%0%2.19%
06/20096.21%92.05%0%1.74%
03/20095.9%92.07%0%2.03%
Click here to see more historic asset allocation information on Evergreen Global Opportunities B Fund (EKGBX)

  

Most Recent Top 10 Holdings in Evergreen Global Opportunities B Fund (EKGBX)

Discover what Evergreen Global Opportunities B Fund (EKGBX) manager is buying

30-Sep-09
Evergreen Inst US Gov MMkt [3.57%]
First Citizens BancShares, Inc. [2.29%]
MONSTER WORLDWIDE [1.92%]
WHITE MTN INS LTD [1.91%]
U S G CP [1.83%]
BROWN & BROWN INC [1.78%]
SNAP ON INC [1.67%]
Rand Capital Corporation [1.6%]
CIMAREX ENERGY CO [1.57%]
Isuzu Motors, Ltd. [1.49%]

30-Jun-09
Evergreen Inst US Gov MMkt [6.14%]
BROWN & BROWN INC [2.45%]
First Citizens BancShares, Inc. [2.23%]
SNAP ON INC [2.13%]
SCRIPPS NETWORKS INT [2.09%]
WHITE MTN INS LTD [2.04%]
GLOBAL PAYMENTS INC [1.89%]
BOK Financial Corporation [1.82%]
EVEREST RE GRP LTD [1.74%]
LEXMARK INTL INC [1.64%]

31-Mar-09
SCRIPPS NETWORKS INT [2.74%]
SNAP ON INC [2.4%]
CULLEN FROST BNKRS [2.16%]
First Citizens BancShares, Inc. [2.09%]
GLOBAL PAYMENTS INC [2.06%]
BROWN & BROWN INC [2.02%]
EVEREST RE GRP LTD [2.02%]
FIDELITY NATL FIN [1.78%]
WHITE MTN INS LTD [1.77%]
DOVER CP [1.69%]
Click here for Stock Holding Change Map in Evergreen Global Opportunities B Fund (EKGBX)

  

Related books and products to Evergreen Global Opportunities B Fund (EKGBX)

  

Latest News on Evergreen Global Opportunities B (EKGBX)

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