Mutual Fund Insights: Evergreen CA Municipal C Fund (EOCCX)

In-depth Analysis of Evergreen CA Municipal C Fund (EOCCX)

3 months 6 months 1 year 3 year 5 year

See Evergreen CA Municipal C Fund (EOCCX) performance details as of February 28, 2010

  

Last Trade: $10.54 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Stephen Galiani

Fund Manager Tenure: 0.4 years   [Similar Funds: EOCAX  EOCBX  EOCIX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Galiani joined Wells Capital Management in 1997. Prior to Wells Capital Management, he served as Director of Fixed Income from 1995 to 1997 for Qualivest Capital Management. He was President from 1990 to 1995 of Galiani Asset Management Corporation, an independent advisory practice.  Get more insights on Stephen Galiani

  

 What we like about Evergreen CA Municipal C Fund (EOCCX)

Data for Evergreen CA Municipal C Fund (EOCCX) as of February 28, 2010

• Evergreen CA Municipal C Fund (EOCCX) ratio of up-years vs down years is greater than 2
• Evergreen CA Municipal C Fund (EOCCX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.38, lower than category average of 8.44

  

 What we are cautious about Evergreen CA Municipal C Fund (EOCCX)

Data for Evergreen CA Municipal C Fund (EOCCX) as of February 28, 2010

• Evergreen CA Municipal C Fund (EOCCX) management has been with Evergreen CA Municipal C Fund for only 0.4 years, it is hard to judge manager's ability based on this fund's operation record
• Evergreen CA Municipal C Fund (EOCCX) has a less-than-ideal short-term performance (1-year return 10.61% vs 12.42 % Muni California Long category average)
• Evergreen CA Municipal C Fund (EOCCX) has a less-than-ideal mid-term performance (3-year return 1.56% vs 1.83 % Muni California Long category average)
• Evergreen CA Municipal C Fund (EOCCX) has a less-than-ideal Long-term performance (5-year return 2.16% vs 2.92 % Muni California Long category average)
• Evergreen CA Municipal C Fund (EOCCX) has a Morningstar rating of 3 and below
• Evergreen CA Municipal C Fund (EOCCX) has an annual stock turnover rate of 35.00% that is higher than the Muni California Long average of 32.82%. This could mean Evergreen CA Municipal C is more nimble, but also signal potential high tax impact and high trading fees
• Evergreen CA Municipal C Fund (EOCCX) does not have a good risk adjusted return as its 3-year Alpha of -3.33 is worse than category average of -3.23, and its 3-year Sharpe ratio is 0
• Evergreen CA Municipal C Fund (EOCCX) has a higher management fee of 1.60% than its Muni California Long average of 1.04%
• Evergreen CA Municipal C Fund (EOCCX) carries a 1% load

See Evergreen CA Municipal C Fund (EOCCX) performance details as of February 28, 2010

  

  

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Evergreen CA Municipal C Fund (EOCCX) Net Asset

Track net asset change of Evergreen CA Municipal C fund (EOCCX)

Date	Net Asset
02/2010	$222.17M
01/2010	$3.23M
11/2009	$3.07M

More historic net asset information on Evergreen CA Municipal C Fund (EOCCX)

  

Evergreen CA Municipal C Fund (EOCCX) Portfolio Allocation

Track portfolio allocation change of Evergreen CA Municipal C fund (EOCCX)

Date	Cash	Stock	Bond	Other
09/2009	6.55%	0%	93.45%	0%
06/2009	2.83%	0%	97.17%	0%
03/2009	3.52%	0%	96.48%	0%

Click here to see more historic asset allocation information on Evergreen CA Municipal C Fund (EOCCX)

  

Most Recent Top 10 Holdings in Evergreen CA Municipal C Fund (EOCCX)

Discover what Evergreen CA Municipal C Fund (EOCCX) manager is buying

30-Sep-09 California Pollutn Ctl Fing Au Ref Re 5% [3.84%] Foothill / Eastern Transn Corr Tol 5.75% [3.05%] Santa Barbara Calif Fing Auth 5% [2.97%] California Health Facs Fing Au Rev 6.5% [2.64%] California Hsg Fin Agy Rev Ctfs [2.56%] California Statewide Cmntys De Rev 5.75% [2.56%] Kaweah Delta Health Care Dist 5.25% [2.37%] Richmond Calif Jt Pwrs Fing Au Lea 6.25% [2.27%] California Pollutn Ctl Fing Au So 6.875% [2.13%] Pasadena Calif Elec Rev Elec 5% [2.06%]

30-Jun-09 California Pollutn Ctl Fing Au Ref Re 5% [3.75%] Foothill / Eastern Transn Corr Tol 5.75% [2.56%] California Health Facs Fing Au Rev 6.5% [2.55%] California Statewide Cmntys De Rev 5.75% [2.46%] Kaweah Delta Health Care Dist 5.25% [2.36%] Fontana Calif Uni Sch Dist 5.25% [2.22%] CALIFORNIA EDL FACS AUTH REV REV BDS [2.22%] California Edl Facs Auth 5% [2.22%] California Pollutn Ctl Fing Au So 6.875% [2.22%] Riverside Calif Wtr Rev Wtr Rev B 5% [2.15%]

31-Mar-09 California Edl Facs Auth 5% [4.37%] California Pollutn Ctl Fing Au Ref Re 5% [3.37%] Los Angeles Calif Dept Wtr & P Re 5.125% [2.71%] California Health Facs Fing Au Rev 6.5% [2.46%] California Statewide Cmntys De Rev 5.75% [2.3%] Foothill / Eastern Transn Corr Tol 5.75% [2.3%] Kaweah Delta Health Care Dist 5.25% [2.29%] CALIFORNIA ST GO BDS [2.18%] Fontana Calif Uni Sch Dist 5.25% [2.14%] CALIFORNIA POLLUTN CTL FING AU SOLID WAS [2.08%]

Click here for Stock Holding Change Map in Evergreen CA Municipal C Fund (EOCCX)

  

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Latest News on Evergreen CA Municipal C (EOCCX)

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See more information on Evergreen CA Municipal C Fund (EOCCX)

• Evergreen CA Municipal C Fund Insights
• Evergreen CA Municipal C Fund Performance Data
• Evergreen CA Municipal C Fund News
• Evergreen CA Municipal C Fund Score Explaination
• Evergreen CA Municipal C Fund Manager Information
• Historic Evergreen CA Municipal C Fund Asset Allocation Report
• Historic Evergreen CA Municipal C Fund Top 10 Holding Tracking
• Historic Evergreen CA Municipal C Fund Asset Under Management Tracking