Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Christine F. Heim, Managing Director


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

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

Mutual Fund Insights: Evergreen Fundamental Large Cap I Fund (EVVTX)

In-depth Analysis of Evergreen Fundamental Large Cap I Fund (EVVTX)

Mutual fund chart: Evergreen Fundamental Large Cap I Fund (EVVTX)

3 months
6 months
1 year
3 year
5 year

See Evergreen Fundamental Large Cap I Fund (EVVTX) performance details as of February 28, 2010

  

    Last Trade: $24.84 on 3/19/2010, Change: -0.10 (-0.4%)
Experiment our closing price forecasting tool for Evergreen Fundamental Large Cap I Fund (EVVTX) (alpha release)

  

Fund Manager - Emory W. Sanders

Fund Manager Tenure: 2.7 years
Fundmojo Fund Grade: A+ (Score: 0.8)     (What does this score mean?)
Emory W. Sanders is a director, portfolio manager and senior equity analyst with Evergreens Large Cap Equity Research team. Emory W. Sanders has been with Evergreen or one of its predecessors and in the investment management field since 1997. Emory W. Sanders holds the Chartered Financial Analyst designation.  Get more insights on Emory W. Sanders

  

What we like about Evergreen Fundamental Large Cap I Fund (EVVTX) What we like about Evergreen Fundamental Large Cap I Fund (EVVTX)

Data for Evergreen Fundamental Large Cap I Fund (EVVTX) as of February 28, 2010

  • Evergreen Fundamental Large Cap I Fund (EVVTX) has good short-term performance (1-year return 59.44% vs 53.54 % Large Blend category average)
  • Evergreen Fundamental Large Cap I Fund (EVVTX) has good Long-term performance (5-year return 3.01% vs 0.31 % Large Blend category average)
  • Evergreen Fundamental Large Cap I Fund (EVVTX) ratio of up-years vs down years is greater than 2
  • Evergreen Fundamental Large Cap I Fund (EVVTX) has a Morningstar rating of 4 and above
  • Evergreen Fundamental Large Cap I Fund (EVVTX) has an annual stock turnover rate of 30.00% vs Large Blend average of 79.86%. It is good that Evergreen Fundamental Large Cap I management does not trade extensively for its return.
  • Evergreen Fundamental Large Cap I Fund (EVVTX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.23, lower than category average of 20.62
  • Evergreen Fundamental Large Cap I Fund (EVVTX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Evergreen Fundamental Large Cap I Fund (EVVTX) What we are cautious about Evergreen Fundamental Large Cap I Fund (EVVTX)

Data for Evergreen Fundamental Large Cap I Fund (EVVTX) as of February 28, 2010

  • Evergreen Fundamental Large Cap I Fund (EVVTX) management has been with Evergreen Fundamental Large Cap I Fund for only 2.7 years, it is hard to judge manager's ability based on this fund's operation record
  • Evergreen Fundamental Large Cap I Fund is a focused fund with 32.88% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Evergreen Fundamental Large Cap I Fund (EVVTX) has a less-than-ideal mid-term performance (3-year return -0.75% vs -5.77 % Large Blend category average)
  • Evergreen Fundamental Large Cap I Fund (EVVTX) has a higher management fee of 1.25% than its Large Blend average of 1.11%
See Evergreen Fundamental Large Cap I Fund (EVVTX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Large Blend category?

Below are some additional Large Blend mutual funds generated out of our database

  

Evergreen Fundamental Large Cap I Fund (EVVTX) Net Asset

Track net asset change of Evergreen Fundamental Large Cap I fund (EVVTX)

DateNet Asset
02/2010$726.38M
01/2010$195.04M
11/2009$200.34M
More historic net asset information on Evergreen Fundamental Large Cap I Fund (EVVTX)

  

Evergreen Fundamental Large Cap I Fund (EVVTX) Portfolio Allocation

Track portfolio allocation change of Evergreen Fundamental Large Cap I fund (EVVTX)

DateCashStockBondOther
09/20092.73%97.26%0%0%
06/20091.88%98.12%0%0%
03/20090.87%99.13%0%0%
Click here to see more historic asset allocation information on Evergreen Fundamental Large Cap I Fund (EVVTX)

  

Most Recent Top 10 Holdings in Evergreen Fundamental Large Cap I Fund (EVVTX)

Discover what Evergreen Fundamental Large Cap I Fund (EVVTX) manager is buying

30-Sep-09
Cisco Systems, Inc. [3.58%]
Google Inc. [3.51%]
MERCK CO INC [3.32%]
GEN ELECTRIC CO [3.08%]
WELLS FARGO & CO NEW [3.03%]
PRUDENTIAL FINCL INC [3.03%]
HOME DEPOT INC [2.92%]
CBS CORP CL B [2.89%]
JP MORGAN CHASE CO [2.89%]
NOVARTIS AG ADS [2.88%]

30-Jun-09
EXXON MOBIL CP [4.03%]
Google Inc. [4.03%]
QUALCOMM Incorporated [3.49%]
Oracle Corporation [3.48%]
MERCK CO INC [3.41%]
Cisco Systems, Inc. [3.3%]
WELLS FARGO & CO NEW [3.04%]
HOME DEPOT INC [3.01%]
PRUDENTIAL FINCL INC [2.94%]
NOVARTIS AG ADS [2.71%]

31-Mar-09
QUALCOMM Incorporated [6.05%]
Amazon.com, Inc. [5.13%]
Google Inc. [4.68%]
EXXON MOBIL CP [4.5%]
Oracle Corporation [4.43%]
VISA INC. [3.96%]
Cisco Systems, Inc. [3.4%]
NOVARTIS AG ADS [2.89%]
GOLDMAN SACHS GRP [2.85%]
JOHNSON AND JOHNS DC [2.75%]
Click here for Stock Holding Change Map in Evergreen Fundamental Large Cap I Fund (EVVTX)

  

Related books and products to Evergreen Fundamental Large Cap I Fund (EVVTX)

  

Latest News on Evergreen Fundamental Large Cap I (EVVTX)

See what is happening with Evergreen Fundamental Large Cap I Fund (EVVTX)

 

Books and Resources

 

 

See more information on Evergreen Fundamental Large Cap I Fund (EVVTX)