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

Mutual Fund Insights: Evergreen Shrt-Interm Municipal A Fund (EMUAX)

In-depth Analysis of Evergreen Shrt-Interm Municipal A Fund (EMUAX)

Mutual fund chart: Evergreen Shrt-Interm Municipal A Fund (EMUAX)

3 months
6 months
1 year
3 year
5 year

See Evergreen Shrt-Interm Municipal A Fund (EMUAX) performance details as of January 31, 2010

  

    Last Trade: $10.10 on 3/19/2010, Change: 0.00 (0%)

  

Fund ManagerFund Manager - Lyle J. Fitterer

Fund Manager Tenure: 0.4 years   [Similar Funds: EMUBX  EMUCX  EMUNX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Fitterer works as managing director in Wells Capital Management which he joined in 2005. Previously he served with SCM since 1989.  Get more insights on Lyle J. Fitterer

  

What we like about Evergreen Shrt-Interm Municipal A Fund (EMUAX) What we like about Evergreen Shrt-Interm Municipal A Fund (EMUAX)

Data for Evergreen Shrt-Interm Municipal A Fund (EMUAX) as of January 31, 2010

  • Evergreen Shrt-Interm Municipal A Fund (EMUAX) is a new fund and has been performing well against its peers for both one-month and three_month performance
  • Evergreen Shrt-Interm Municipal A Fund (EMUAX) has good short-term performance (1-year return 9.30% vs 4.08% Muni National Short category average)
  • Evergreen Shrt-Interm Municipal A Fund (EMUAX) has good mid-term performance (3-year return 4.19% vs 3.49% Muni National Short category average)
  • Evergreen Shrt-Interm Municipal A Fund (EMUAX) has good Long-term performance (5-year return 3.38% vs 2.92% Muni National Short category average)
  • Evergreen Shrt-Interm Municipal A Fund (EMUAX) ratio of up-years vs down years is greater than 2
  • Evergreen Shrt-Interm Municipal A Fund (EMUAX) has a lower management fee than its Muni National Short average: 0.82% vs 0.83%

  

What we are cautious about Evergreen Shrt-Interm Municipal A Fund (EMUAX) What we are cautious about Evergreen Shrt-Interm Municipal A Fund (EMUAX)

Data for Evergreen Shrt-Interm Municipal A Fund (EMUAX) as of January 31, 2010

  • Evergreen Shrt-Interm Municipal A Fund (EMUAX) management has been with Evergreen Shrt-Interm Municipal A Fund for only 0.4 years, it is hard to judge manager's ability based on this fund's operation record
  • Evergreen Shrt-Interm Municipal A Fund (EMUAX) has a Morningstar rating of 3 and below
  • Evergreen Shrt-Interm Municipal A Fund (EMUAX) is more volatile than its peers as it has a 3-year Standard Deviation of 3.8 that is higher than category average of 2.59
  • Evergreen Shrt-Interm Municipal A Fund (EMUAX) carries a 2.25% load
See Evergreen Shrt-Interm Municipal A Fund (EMUAX) performance details as of January 31, 2010

  

  

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Evergreen Shrt-Interm Municipal A Fund (EMUAX) Net Asset

Track net asset change of Evergreen Shrt-Interm Municipal A fund (EMUAX)

DateNet Asset
01/2010$49.63M
11/2009$46.72M
10/2009$45.90M
More historic net asset information on Evergreen Shrt-Interm Municipal A Fund (EMUAX)

  

Evergreen Shrt-Interm Municipal A Fund (EMUAX) Portfolio Allocation

Track portfolio allocation change of Evergreen Shrt-Interm Municipal A fund (EMUAX)

DateCashStockBondOther
09/200913.04%0%86.96%0%
06/200911.08%0%88.92%0%
03/20099.78%0%90.22%0%
Click here to see more historic asset allocation information on Evergreen Shrt-Interm Municipal A Fund (EMUAX)

  

Most Recent Top 10 Holdings in Evergreen Shrt-Interm Municipal A Fund (EMUAX)

Discover what Evergreen Shrt-Interm Municipal A Fund (EMUAX) manager is buying

30-Sep-09
Pittsburgh Pa Go Ref Bd 5% [3.08%]
Piedmont Mun Pwr Agy S C Elec Elec 5% [2.92%]
Kent Hosp Fin Auth 5.25% [2.87%]
Oklahoma Dev Fin Auth 5.25% [2.87%]
Puerto Rico Sales Tax Fing Cor Rev Bd 5% [2.79%]
California Hsg Fin Agy Rev Rev Bd 2.375% [2.68%]
Utah Hsg Corp Single Family Mt Var Rev B [2.68%]
Illinois Fin Auth 5% [2.61%]
Metropolitan Transn Auth 5.25% [2.45%]
Texas Mun Gas Acquisition & Su Rev Bds [2.41%]

30-Jun-09
Pittsburgh Pa Go Ref Bd 5% [3.44%]
Piedmont Mun Pwr Agy S C Elec Elec 5% [3.18%]
Kent Hosp Fin Auth 5.25% [3.13%]
PUERTO RICO SALES TAX FING COR REV BDS [3.12%]
Oklahoma Dev Fin Auth 5.25% [3.09%]
Illinois Fin Auth 5% [2.88%]
Metropolitan Transn Auth 5.25% [2.74%]
Birmingham Baptist Med Ctr Ala Rev Bd 5% [2.59%]
Wyandotte Cnty Kans City Kans Spl 4.75% [2.44%]
Courtland Ala Indl Dev Brd Env Rev Re 5% [2.35%]

31-Mar-09
Maryland St Health & Higher Ed Rev 4.75% [3.56%]
Pittsburgh Pa Go Ref Bd 5% [3.48%]
Piedmont Mun Pwr Agy S C Elec Elec 5% [3.23%]
Kent Hosp Fin Auth 5.25% [3.17%]
Oklahoma Dev Fin Auth 5.25% [3.05%]
Illinois Fin Auth 5% [2.96%]
Wyandotte Cnty Kans City Kans Spl 4.75% [2.78%]
Sikeston Mo Elec Rev Elec Sys 6.2% [2.78%]
Metropolitan Transn Auth 5.25% [2.75%]
Birmingham Baptist Med Ctr Ala Rev Bd 5% [2.33%]
Click here for Stock Holding Change Map in Evergreen Shrt-Interm Municipal A Fund (EMUAX)

  

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Latest News on Evergreen Shrt-Interm Municipal A (EMUAX)

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