Mutual Fund Insights: Evergreen Utility & Telecom I Fund (EVUYX)

In-depth Analysis of Evergreen Utility & Telecom I Fund (EVUYX)

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See Evergreen Utility & Telecom I Fund (EVUYX) performance details as of January 31, 2010

  

Last Trade: $11.67 on 3/18/2010, Change: -0.08 (-0.68%)

  

Fund Manager - Tim OBrien

Fund Manager Tenure: 8.1 years   [Similar Funds: EVUAX  EVUBX  EVUCX ]
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)

O'Brien is a managing director and senior portfolio manager with Evergreen Investment Management, his employer since 2002. Prior to joining the firm, he managed the Gabelli Utilities Fund for Gabelli Asset Management Inc. O'Brien has more than 19 years of investment experience and has been recognized for his research work in utilities and telecommunications. O'Brien is a Chartered Financial Analyst.  Get more insights on Tim OBrien

  

 What we like about Evergreen Utility & Telecom I Fund (EVUYX)

Data for Evergreen Utility & Telecom I Fund (EVUYX) as of January 31, 2010

• Evergreen Utility & Telecom I Fund (EVUYX) management has been with Evergreen Utility & Telecom I Fund for 8.1 years
• Evergreen Utility & Telecom I Fund (EVUYX) has good mid-term performance (3-year return -3.04% vs -4.27% Utilities category average)
• Evergreen Utility & Telecom I Fund (EVUYX) has good Long-term performance (5-year return 7.51% vs 4.68% Utilities category average)
• Evergreen Utility & Telecom I Fund (EVUYX) ratio of up-years vs down years is greater than 2
• Evergreen Utility & Telecom I Fund (EVUYX) has a Morningstar rating of 4 and above
• Evergreen Utility & Telecom I Fund (EVUYX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.03, lower than category average of 18.85
• Evergreen Utility & Telecom I Fund (EVUYX) has a lower management fee than its Utilities average: 0.83% vs 1.40%
• Evergreen Utility & Telecom I Fund (EVUYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Evergreen Utility & Telecom I Fund (EVUYX)

Data for Evergreen Utility & Telecom I Fund (EVUYX) as of January 31, 2010

• Evergreen Utility & Telecom I Fund is a focused fund with 42.53% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Evergreen Utility & Telecom I Fund (EVUYX) has a less-than-ideal short-term performance (1-year return 14.08% vs 15.37% Utilities category average)
• Evergreen Utility & Telecom I Fund (EVUYX) has an annual stock turnover rate of 109.00% that is higher than the Utilities average of 108.07%. This could mean Evergreen Utility & Telecom I is more nimble, but also signal potential high tax impact and high trading fees

See Evergreen Utility & Telecom I Fund (EVUYX) performance details as of January 31, 2010

  

  

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Evergreen Utility & Telecom I Fund (EVUYX) Net Asset

Track net asset change of Evergreen Utility & Telecom I fund (EVUYX)

Date	Net Asset
01/2010	$9.71M
11/2009	$9.42M
10/2009	$9.20M

More historic net asset information on Evergreen Utility & Telecom I Fund (EVUYX)

  

Evergreen Utility & Telecom I Fund (EVUYX) Portfolio Allocation

Track portfolio allocation change of Evergreen Utility & Telecom I fund (EVUYX)

Date	Cash	Stock	Bond	Other
09/2009	1.94%	84.89%	0.53%	12.64%
06/2009	1.79%	82.05%	0.51%	15.64%
03/2009	2.81%	82.69%	1.48%	13.02%

Click here to see more historic asset allocation information on Evergreen Utility & Telecom I Fund (EVUYX)

  

Most Recent Top 10 Holdings in Evergreen Utility & Telecom I Fund (EVUYX)

Discover what Evergreen Utility & Telecom I Fund (EVUYX) manager is buying

30-Sep-09 FIRSTENERGY CP [4.14%] NORTHEAST UTIL [4.04%] CMS ENERGY CP [3.92%] CONSTELLATION ENGY [3.67%] SOUTHWESTERN ENERGY [3.39%] EQT CORPORATION [3.38%] Bb&T Cap Tr Vi Pfd [3.29%] SEMPRA ENERGY [3.1%] VISA INC. [2.74%] ENEL SPA [2.73%]

30-Jun-09 NORTHEAST UTIL [4.12%] CMS ENERGY CP [3.84%] FIRSTENERGY CP [3.82%] Dominion Res Inc Va New Pfd [3.81%] SEMPRA ENERGY [3.36%] SOUTHWESTERN ENERGY [3.35%] CONSTELLATION ENGY [3.27%] VISA INC. [3.07%] EQT CORPORATION [3.01%] F P L GROUP INC [2.8%]

31-Mar-09 CMS ENERGY CP [5.6%] NORTHEAST UTIL [4.25%] PROGRESS ENERGY INC [3.47%] SEMPRA ENERGY [3.34%] PEPCO HOLDINGS INC [3.28%] Shenandoah Telecommunications C [2.99%] VISA INC. [2.92%] CHUNGHWA TEL ADS [2.9%] EQT CORPORATION [2.88%] Interstate Pwr & Lt Pfd [2.75%]

Click here for Stock Holding Change Map in Evergreen Utility & Telecom I Fund (EVUYX)

  

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See more information on Evergreen Utility & Telecom I Fund (EVUYX)

• Evergreen Utility & Telecom I Fund Insights
• Evergreen Utility & Telecom I Fund Performance Data
• Evergreen Utility & Telecom I Fund News
• Evergreen Utility & Telecom I Fund Score Explaination
• Evergreen Utility & Telecom I Fund Manager Information
• Historic Evergreen Utility & Telecom I Fund Asset Allocation Report
• Historic Evergreen Utility & Telecom I Fund Top 10 Holding Tracking
• Historic Evergreen Utility & Telecom I Fund Asset Under Management Tracking