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Mutual Fund Insights: Evergreen Omega I Fund (EOMYX)

In-depth Analysis of Evergreen Omega I Fund (EOMYX)

Mutual fund chart: Evergreen Omega I Fund (EOMYX)

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See Evergreen Omega I Fund (EOMYX) performance details as of January 31, 2010

  

    Last Trade: $33.23 on 3/17/2010, Change: +0.17 (0.51%)
Experiment our closing price forecasting tool for Evergreen Omega I Fund (EOMYX) (alpha release)

  

Fund Manager - Aziz Hamzaogullari

Fund Manager Tenure: 3.7 years
Fundmojo Fund Grade: Mojo Master (Score: 0.85)     (What does this score mean?)
Hamzaogullari is a managing director and director of research with the Fundamental Equity Team at EIMC. He has been with Evergreen since 2001 and previously served as a senior equity analyst for Manning & Napier Advisor, Inc. Hamzaogullari holds the Chartered Financial Analyst designation.  Get more insights on Aziz Hamzaogullari

  

What we like about Evergreen Omega I Fund (EOMYX) What we like about Evergreen Omega I Fund (EOMYX)

Data for Evergreen Omega I Fund (EOMYX) as of January 31, 2010

  • Evergreen Omega I Fund (EOMYX) management has been with Evergreen Omega I Fund for 3.7 years
  • Evergreen Omega I Fund (EOMYX) has good short-term performance (1-year return 43.16% vs 35.76% Large Growth category average)
  • Evergreen Omega I Fund (EOMYX) has good mid-term performance (3-year return 2.23% vs -5.20% Large Growth category average)
  • Evergreen Omega I Fund (EOMYX) has good Long-term performance (5-year return 4.53% vs 0.87% Large Growth category average)
  • Evergreen Omega I Fund (EOMYX) ratio of up-years vs down years is greater than 2
  • Evergreen Omega I Fund (EOMYX) has a Morningstar rating of 4 and above
  • Evergreen Omega I Fund (EOMYX) has an annual stock turnover rate of 26.00% vs Large Growth average of 109.93%. It is good that Evergreen Omega I management does not trade extensively for its return.
  • Evergreen Omega I Fund (EOMYX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.24, lower than category average of 21.28
  • Evergreen Omega I Fund (EOMYX) has a lower management fee than its Large Growth average: 1.23% vs 1.33%
  • Evergreen Omega I Fund (EOMYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Evergreen Omega I Fund (EOMYX) What we are cautious about Evergreen Omega I Fund (EOMYX)

Data for Evergreen Omega I Fund (EOMYX) as of January 31, 2010

  • Evergreen Omega I Fund is a focused fund with 48.71% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
See Evergreen Omega I Fund (EOMYX) performance details as of January 31, 2010

  

  

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Evergreen Omega I Fund (EOMYX) Net Asset

Track net asset change of Evergreen Omega I fund (EOMYX)

DateNet Asset
01/2010$27.26M
11/2009$26.27M
10/2009$23.30M
More historic net asset information on Evergreen Omega I Fund (EOMYX)

  

Evergreen Omega I Fund (EOMYX) Portfolio Allocation

Track portfolio allocation change of Evergreen Omega I fund (EOMYX)

DateCashStockBondOther
09/20090.92%99.08%0%0%
06/20090.69%99.31%0%0%
03/20090.97%99.03%0%0%
Click here to see more historic asset allocation information on Evergreen Omega I Fund (EOMYX)

  

Most Recent Top 10 Holdings in Evergreen Omega I Fund (EOMYX)

Discover what Evergreen Omega I Fund (EOMYX) manager is buying

30-Sep-09
Amazon.com, Inc. [5.81%]
Blue Nile, Inc. [5.31%]
Google Inc. [5.26%]
VISA INC. [4.99%]
Altera Corporation [4.58%]
FACTSET RESEARCH SYS [4.55%]
Expeditors International of Was [4.54%]
Biogen Idec Inc [4.49%]
SEI Investments Company [4.05%]
Oracle Corporation [3.81%]

30-Jun-09
Amazon.com, Inc. [6.38%]
VISA INC. [5.19%]
Google Inc. [5.17%]
Blue Nile, Inc. [4.78%]
Oracle Corporation [4.56%]
Expeditors International of Was [4.41%]
Altera Corporation [4.23%]
Biogen Idec Inc [3.82%]
FACTSET RESEARCH SYS [3.59%]
QUALCOMM Incorporated [3.51%]

31-Mar-09
Amazon.com, Inc. [6.74%]
VISA INC. [5.58%]
Altera Corporation [5.49%]
Google Inc. [5.13%]
Biogen Idec Inc [4.91%]
Blue Nile, Inc. [4.72%]
Oracle Corporation [4.63%]
FACTSET RESEARCH SYS [4.27%]
Expeditors International of Was [4.25%]
QUALCOMM Incorporated [3.64%]
Click here for Stock Holding Change Map in Evergreen Omega I Fund (EOMYX)

  

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