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

Mutual Fund Insights: Evergreen International Bond A Fund (ESIYX)

In-depth Analysis of Evergreen International Bond A Fund (ESIYX)

Mutual fund chart: Evergreen International Bond A Fund (ESIYX)

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See Evergreen International Bond A Fund (ESIYX) performance details as of January 31, 2010

  

    Last Trade: $11.40 on 3/12/2010, Change: +0.06 (0.53%)

  

Fund Manager - Anthony Norris

Fund Manager Tenure: 16.3 years   [Similar Funds: ESIBX  ESICX  ESIUX  ESIVX ]
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)
Norris is chief investment officer, senior portfolio manager and managing director with Evergreen International Advisors, his employer since 1990. He has more than 30 years of investment experience.  Get more insights on Anthony Norris

  

What we like about Evergreen International Bond A Fund (ESIYX) What we like about Evergreen International Bond A Fund (ESIYX)

Data for Evergreen International Bond A Fund (ESIYX) as of January 31, 2010

  • Evergreen International Bond A Fund (ESIYX) management has been with Evergreen International Bond A Fund for 16.3 years
  • Evergreen International Bond A Fund (ESIYX) has good mid-term performance (3-year return 9.82% vs 6.86% World Bond category average)
  • Evergreen International Bond A Fund (ESIYX) has good Long-term performance (5-year return 4.95% vs 4.46% World Bond category average)
  • Evergreen International Bond A Fund (ESIYX) ratio of up-years vs down years is greater than 2
  • Evergreen International Bond A Fund (ESIYX) has an annual stock turnover rate of 118.00% vs World Bond average of 180.34%. It is good that Evergreen International Bond A management does not trade extensively for its return.
  • Evergreen International Bond A Fund (ESIYX) has a lower management fee than its World Bond average: 0.98% vs 1.13%

  

What we are cautious about Evergreen International Bond A Fund (ESIYX) What we are cautious about Evergreen International Bond A Fund (ESIYX)

Data for Evergreen International Bond A Fund (ESIYX) as of January 31, 2010

  • Evergreen International Bond A 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 A Fund (ESIYX) has a less-than-ideal short-term performance (1-year return 14.32% vs 16.37% World Bond category average)
  • Evergreen International Bond A Fund (ESIYX) has a Morningstar rating of 3 and below
  • Evergreen International Bond A Fund (ESIYX) is less safe compared to its World Bond peers
  • Evergreen International Bond A Fund (ESIYX) is more volatile than its peers as it has a 3-year Standard Deviation of 10.81 that is higher than category average of 8.78
  • Evergreen International Bond A Fund (ESIYX) carries a 4.75% load
See Evergreen International Bond A Fund (ESIYX) performance details as of January 31, 2010

  

  

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Evergreen International Bond A Fund (ESIYX) Net Asset

Track net asset change of Evergreen International Bond A fund (ESIYX)

DateNet Asset
01/2010$279.49M
11/2009$253.99M
10/2009$245.78M
More historic net asset information on Evergreen International Bond A Fund (ESIYX)

  

Evergreen International Bond A Fund (ESIYX) Portfolio Allocation

Track portfolio allocation change of Evergreen International Bond A fund (ESIYX)

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 A Fund (ESIYX)

  

Most Recent Top 10 Holdings in Evergreen International Bond A Fund (ESIYX)

Discover what Evergreen International Bond A Fund (ESIYX) 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 A Fund (ESIYX)

  

Related books and products to Evergreen International Bond A Fund (ESIYX)

  

Latest News on Evergreen International Bond A (ESIYX)

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