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Mutual Fund Insights: Evergreen Intermediate Muni Bd Inst Svc Fund (ESTSX)

In-depth Analysis of Evergreen Intermediate Muni Bd Inst Svc Fund (ESTSX)

Mutual fund chart: Evergreen Intermediate Muni Bd Inst Svc Fund (ESTSX)

3 months
6 months
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3 year
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See Evergreen Intermediate Muni Bd Inst Svc Fund (ESTSX) performance details as of January 31, 2010

  

    Last Trade: $62.93 on 3/18/2010, Change: +0.02 (0.03%)

  

Fund Manager - Mathew M. Kiselak

Fund Manager Tenure: 2.3 years   [Similar Funds: ESTIX  ESTTX  ESTUX  ESTVX ]
Fundmojo Fund Grade: C (Score: 0.55)     (What does this score mean?)
Kiselak is a director and senior portfolio manager of the Tax Exempt Fixed Income Unit of EIMC. He has been with Evergreen or one of its predecessors since 2000 and has over 19 years of investment experience.  Get more insights on Mathew M. Kiselak

  

What we like about Evergreen Intermediate Muni Bd Inst Svc Fund (ESTSX) What we like about Evergreen Intermediate Muni Bd Inst Svc Fund (ESTSX)

Data for Evergreen Intermediate Muni Bd Inst Svc Fund (ESTSX) as of January 31, 2010

  • Evergreen Intermediate Muni Bd Inst Svc Fund (ESTSX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • Evergreen Intermediate Muni Bd Inst Svc Fund (ESTSX) has good short-term performance (1-year return 7.92% vs 7.83% Muni National Interm category average)
  • Evergreen Intermediate Muni Bd Inst Svc Fund (ESTSX) has good mid-term performance (3-year return 4.25% vs 4.03% Muni National Interm category average)
  • Evergreen Intermediate Muni Bd Inst Svc Fund (ESTSX) has good Long-term performance (5-year return 3.72% vs 3.40% Muni National Interm category average)
  • Evergreen Intermediate Muni Bd Inst Svc Fund (ESTSX) ratio of up-years vs down years is greater than 2

  

What we are cautious about Evergreen Intermediate Muni Bd Inst Svc Fund (ESTSX) What we are cautious about Evergreen Intermediate Muni Bd Inst Svc Fund (ESTSX)

Data for Evergreen Intermediate Muni Bd Inst Svc Fund (ESTSX) as of January 31, 2010

  • Evergreen Intermediate Muni Bd Inst Svc Fund (ESTSX) management has been with Evergreen Intermediate Muni Bd Inst Svc Fund for only 2.3 years, it is hard to judge manager's ability based on this fund's operation record
  • Evergreen Intermediate Muni Bd Inst Svc Fund (ESTSX) has a Morningstar rating of 3 and below
  • Evergreen Intermediate Muni Bd Inst Svc Fund (ESTSX) is less safe compared to its Muni National Interm peers
  • Evergreen Intermediate Muni Bd Inst Svc Fund (ESTSX) does not have a good risk adjusted return as its 3-year Alpha of -0.71 is worse than category average of -0.26, and its 3-year Sharpe ratio is 0.35
  • Evergreen Intermediate Muni Bd Inst Svc Fund (ESTSX) is more volatile than its peers as it has a 3-year Standard Deviation of 6.89 that is higher than category average of 5.4
  • Evergreen Intermediate Muni Bd Inst Svc Fund (ESTSX) has a higher management fee of 0.95% than its Muni National Interm average of 0.90%
  • Even though Evergreen Intermediate Muni Bd Inst Svc Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Evergreen Intermediate Muni Bd Inst Svc Fund (ESTSX) performance details as of January 31, 2010

  

  

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Evergreen Intermediate Muni Bd Inst Svc Fund (ESTSX) Net Asset

Track net asset change of Evergreen Intermediate Muni Bd Inst Svc fund (ESTSX)

DateNet Asset
01/2010$9.38M
11/2009$10.09M
10/2009$9.96M
More historic net asset information on Evergreen Intermediate Muni Bd Inst Svc Fund (ESTSX)

  

Evergreen Intermediate Muni Bd Inst Svc Fund (ESTSX) Portfolio Allocation

Track portfolio allocation change of Evergreen Intermediate Muni Bd Inst Svc fund (ESTSX)

DateCashStockBondOther
09/20092.61%0%97.39%0%
06/20090.42%0%99.58%0%
03/20093.97%0%96.03%0%
Click here to see more historic asset allocation information on Evergreen Intermediate Muni Bd Inst Svc Fund (ESTSX)

  

Most Recent Top 10 Holdings in Evergreen Intermediate Muni Bd Inst Svc Fund (ESTSX)

Discover what Evergreen Intermediate Muni Bd Inst Svc Fund (ESTSX) manager is buying

30-Sep-09
Metropolitan Transn Auth 5% [4.17%]
New Jersey St Transn Tr Fd Aut Tra 5.25% [4.02%]
South Carolina Transn Infrastr Rev Bd 5% [3.03%]
Kent Hosp Fin Auth 5.5% [2.78%]
Courtland Ala Indl Dev Brd Env Rev Re 5% [2.67%]
Arizona Health Facs Auth 5.5% [2.41%]
Florida St Mun Pwr Agy Rev Arp Rev 5.25% [2.4%]
Indiana Fin Auth 5% [2.36%]
San Francisco Calif City & Cnt Sec 5.75% [2.34%]
Metropolitan Transn Auth 5% [2.32%]

30-Jun-09
Harris Cnty Tex Flood Ctl Dist 5.25% [4.42%]
Texas Rsrch Lab Commn Fing Lease 6.95% [4.29%]
Los Angeles Calif Uni Sch Dist 4.75% [4.28%]
Metropolitan Transn Auth 5% [3.73%]
New Jersey St Transn Tr Fd Aut Tra 5.25% [3.49%]
South Carolina Transn Infrastr Rev Bd 5% [2.71%]
Metropolitan Transn Auth 5% [2.71%]
Clark Cnty Nev Go Ref Bd 4.75% [2.58%]
Kent Hosp Fin Auth 5.5% [2.53%]
New York St Twy Auth 5% [2.48%]

31-Mar-09
Harris Cnty Tex Flood Ctl Dist 5.25% [4.19%]
Texas Rsrch Lab Commn Fing Lease 6.95% [4.09%]
Los Angeles Calif Uni Sch Dist 4.75% [4.08%]
Metropolitan Transn Auth 5% [3.49%]
New Jersey St Transn Tr Fd Aut Tra 5.25% [3.28%]
Clark Cnty Nev Go Ref Bd 4.75% [2.96%]
South Carolina Transn Infrastr Rev Bd 5% [2.53%]
Metropolitan Transn Auth 5% [2.53%]
New Jersey Bldg Auth 5% [2.51%]
Kent Hosp Fin Auth 5.5% [2.37%]
Click here for Stock Holding Change Map in Evergreen Intermediate Muni Bd Inst Svc Fund (ESTSX)

  

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