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

Mutual Fund Insights: Evergreen International Bond Instl Fund (ESICX)

In-depth Analysis of Evergreen International Bond Instl Fund (ESICX)

Mutual fund chart: Evergreen International Bond Instl Fund (ESICX)

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See Evergreen International Bond Instl Fund (ESICX) performance details as of February 28, 2010

  

    Last Trade: $11.31 on 3/19/2010, Change: -0.06 (-0.53%)

  

Fund Manager - Michael W. Lee

Fund Manager Tenure: 16.3 years   [Similar Funds: ESIBX  ESIUX  ESIVX  ESIYX ]
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)
Michael is Director of Trading and Senior Fixed Income Portfolio Manager for Evergreen International Advisors, LLC. Mike joined Evergreen in 1992. Michael W. Lee is responsible for the day-to-day management and implementation of portfolio strategies. Prior to joining Evergreen, Michael W. Lee worked at Northern Trust Company (1987-1992) handling client liaison, short-term deposit and foreign exchange trading, and the management of multi-currency cash accounts. Michael W. Lee holds the Chartered Financial Analyst designation.  Get more insights on Michael W. Lee

  

What we like about Evergreen International Bond Instl Fund (ESICX) What we like about Evergreen International Bond Instl Fund (ESICX)

Data for Evergreen International Bond Instl Fund (ESICX) as of February 28, 2010

  • Evergreen International Bond Instl Fund (ESICX) management has been with Evergreen International Bond Instl Fund for 16.3 years
  • Evergreen International Bond Instl Fund (ESICX) has good short-term performance (1-year return 20.79% vs 20.23 % World Bond category average)
  • Evergreen International Bond Instl Fund (ESICX) has good mid-term performance (3-year return 9.76% vs 6.39 % World Bond category average)
  • Evergreen International Bond Instl Fund (ESICX) has good Long-term performance (5-year return 5.43% vs 4.47 % World Bond category average)
  • Evergreen International Bond Instl Fund (ESICX) ratio of up-years vs down years is greater than 2
  • Evergreen International Bond Instl Fund (ESICX) has a Morningstar rating of 4 and above
  • Evergreen International Bond Instl Fund (ESICX) has an annual stock turnover rate of 118.00% vs World Bond average of 150.46%. It is good that Evergreen International Bond Instl management does not trade extensively for its return.
  • Evergreen International Bond Instl Fund (ESICX) has a lower management fee than its World Bond average: 0.79% vs 1.13%
  • Evergreen International Bond Instl Fund (ESICX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Evergreen International Bond Instl Fund (ESICX) What we are cautious about Evergreen International Bond Instl Fund (ESICX)

Data for Evergreen International Bond Instl Fund (ESICX) as of February 28, 2010

  • Evergreen International Bond Instl Fund is a focused fund with 36.01% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Evergreen International Bond Instl Fund (ESICX) is less safe compared to its World Bond peers
  • Evergreen International Bond Instl Fund (ESICX) is more volatile than its peers as it has a 3-year Standard Deviation of 10.79 that is higher than category average of 8.76
See Evergreen International Bond Instl Fund (ESICX) performance details as of February 28, 2010

  

  

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

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Evergreen International Bond Instl Fund (ESICX) Net Asset

Track net asset change of Evergreen International Bond Instl fund (ESICX)

DateNet Asset
02/2010$1.35B
01/2010$995.12M
11/2009$1.05B
More historic net asset information on Evergreen International Bond Instl Fund (ESICX)

  

Evergreen International Bond Instl Fund (ESICX) Portfolio Allocation

Track portfolio allocation change of Evergreen International Bond Instl fund (ESICX)

DateCashStockBondOther
09/20094.27%0%95.47%0.25%
06/20095.29%0%94.71%0%
03/20093.81%0%95.53%0.66%
Click here to see more historic asset allocation information on Evergreen International Bond Instl Fund (ESICX)

  

Most Recent Top 10 Holdings in Evergreen International Bond Instl Fund (ESICX)

Discover what Evergreen International Bond Instl Fund (ESICX) manager is buying

30-Sep-09
Germany (Federal Republic Of) 4.25% [4.81%]
Sweden(Kingdom Of) 3.75% [4.75%]
Norway(Kingdom Of) 4.25% [3.97%]
Netherlands (Kingdom of) 4% [3.89%]
FRANCE(GOVT OF) [3.62%]
Mexico (United Mexican States) 9.5% [2.79%]
MALAYSIA (GOVERNMENT OF) [2.75%]
ITALY(REP OF) [2.69%]
Kreditanstalt Fur Wiederaufbau 4.95% [2.44%]

30-Jun-09
KINGDOM OF THE NETHERLANDS [6.66%]
US TREASURY BOND [4.09%]
France (Republic Of) 2.25% [3.97%]
US Treasury Note [3.87%]
Norway(Kingdom Of) 4.25% [3.86%]
Germany (Federal Republic Of) 4.25% [3.56%]
Malaysia (Government Of) 3.833% [3.23%]
Mexico (United Mexican States) 9.5% [3.01%]
REPUBLIQUE FRANCAISE [2.77%]

31-Mar-09
KINGDOM OF THE NETHERLANDS [9.21%]
US Treasury Note [4.98%]
US TREASURY BOND [4.97%]
Norway(Kingdom Of) 4.25% [4.35%]
France (Republic Of) 2.25% [3.92%]
Germany(Fed Rep) 4.25% [3.79%]
Malaysia (Government Of) 3.833% [3.26%]
Sweden (Kingdom Of) 3.75% [2.96%]
Mexico (United Mexican States) 10% [2.77%]

Click here for Stock Holding Change Map in Evergreen International Bond Instl Fund (ESICX)

  

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Latest News on Evergreen International Bond Instl (ESICX)

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