Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Christine F. Heim, Managing Director


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

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

Mutual Fund Insights: Evergreen Adjustable Rate Instl Fund (EKIZX)

In-depth Analysis of Evergreen Adjustable Rate Instl Fund (EKIZX)

Mutual fund chart: Evergreen Adjustable Rate Instl Fund (EKIZX)

3 months
6 months
1 year
3 year
5 year

See Evergreen Adjustable Rate Instl Fund (EKIZX) performance details as of February 28, 2010

  

    Last Trade: $9.04 on 3/19/2010, Change: 0.00 (0%)

  

Fund ManagerFund Manager - Chris Kauffman

Fund Manager Tenure: 1.5 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

  

What we like about Evergreen Adjustable Rate Instl Fund (EKIZX) What we like about Evergreen Adjustable Rate Instl Fund (EKIZX)

Data for Evergreen Adjustable Rate Instl Fund (EKIZX) as of February 28, 2010

  • Evergreen Adjustable Rate Instl Fund (EKIZX) has good mid-term performance (3-year return 3.34% vs 1.62 % Ultrashort Bond category average)
  • Evergreen Adjustable Rate Instl Fund (EKIZX) has good Long-term performance (5-year return 3.52% vs 2.37 % Ultrashort Bond category average)
  • Evergreen Adjustable Rate Instl Fund (EKIZX) ratio of up-years vs down years is greater than 2
  • Evergreen Adjustable Rate Instl Fund (EKIZX) has a Morningstar rating of 4 and above
  • Evergreen Adjustable Rate Instl Fund (EKIZX) has an annual stock turnover rate of 41.00% vs Ultrashort Bond average of 101.58%. It is good that Evergreen Adjustable Rate Instl management does not trade extensively for its return.
  • Evergreen Adjustable Rate Instl Fund (EKIZX) is less volatile than its peers as it has a 3-year Standard Deviation of 1.94, lower than category average of 2.92
  • Evergreen Adjustable Rate Instl Fund (EKIZX) has a lower management fee than its Ultrashort Bond average: 0.48% vs 0.74%
  • Evergreen Adjustable Rate Instl Fund (EKIZX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Evergreen Adjustable Rate Instl Fund (EKIZX) What we are cautious about Evergreen Adjustable Rate Instl Fund (EKIZX)

Data for Evergreen Adjustable Rate Instl Fund (EKIZX) as of February 28, 2010

  • Evergreen Adjustable Rate Instl Fund (EKIZX) management has been with Evergreen Adjustable Rate Instl Fund for only 1.5 years, it is hard to judge manager's ability based on this fund's operation record
  • Evergreen Adjustable Rate Instl Fund (EKIZX) has a less-than-ideal short-term performance (1-year return 5.34% vs 6.46 % Ultrashort Bond category average)
See Evergreen Adjustable Rate Instl Fund (EKIZX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Ultrashort Bond category?

Below are some additional Ultrashort Bond mutual funds generated out of our database

  

Evergreen Adjustable Rate Instl Fund (EKIZX) Net Asset

Track net asset change of Evergreen Adjustable Rate Instl fund (EKIZX)

DateNet Asset
02/2010$1.19B
01/2010$424.32M
11/2009$410.45M
More historic net asset information on Evergreen Adjustable Rate Instl Fund (EKIZX)

  

Evergreen Adjustable Rate Instl Fund (EKIZX) Portfolio Allocation

Track portfolio allocation change of Evergreen Adjustable Rate Instl fund (EKIZX)

DateCashStockBondOther
09/20097.84%0%92.16%0%
06/20098.09%0%91.91%0%
03/20091.04%0%94.97%3.99%
Click here to see more historic asset allocation information on Evergreen Adjustable Rate Instl Fund (EKIZX)

  

Most Recent Top 10 Holdings in Evergreen Adjustable Rate Instl Fund (EKIZX)

Discover what Evergreen Adjustable Rate Instl Fund (EKIZX) manager is buying

30-Sep-09
Evergreen Inst US Gov MMkt [8.26%]
Sl331gdd Irs Usd R V 03mliborirs Us3m Var Rec Rbs [7.46%]
FNMA FRN [4.38%]
FNMA FRN [4.16%]
FNMA FRN [3.12%]
FHLMC CMO [3.11%]
FNMA FRN [2.88%]
FHLMC FRN [2.5%]
FNMA CMO [2.35%]
FHLMC CMO [1.97%]

30-Jun-09
Sl331gdd Irs Usd R V 03mliborirs Us3m Var Rec Rbs [10.05%]
Evergreen Inst US Gov MMkt [8.85%]
FHLMC CMO [4.87%]
FNMA FRN [4.39%]
FNMA FRN [4.12%]
FHLMC CMO [3.74%]
FNMA FRN [3.14%]
FHLMC FRN [2.47%]
FNMA CMO [2.3%]
FNMA 3.75% [1.95%]

31-Mar-09
FHLMC CMO [9.58%]
FNMA FRN [4.97%]
FNMA FRN [4.64%]
FHLMC CMO [4.3%]
FNMA FRN [3.58%]
FHLMC FRN [2.82%]
FNMA CMO [2.63%]
FHLMC CMO [2.54%]
FNMA FRN [1.76%]
FNMA [1.71%]
Click here for Stock Holding Change Map in Evergreen Adjustable Rate Instl Fund (EKIZX)

  

Related books and products to Evergreen Adjustable Rate Instl Fund (EKIZX)

  

Latest News on Evergreen Adjustable Rate Instl (EKIZX)

See what is happening with Evergreen Adjustable Rate Instl Fund (EKIZX)

 

Books and Resources

 

 

See more information on Evergreen Adjustable Rate Instl Fund (EKIZX)