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Evergreen Family
 Performance
Asset Weighted Return 01-31-10
 Total Return 11.4 7.2 -24.0 25.6 -2.2
 Cat Average 12.1 7.9 -25.9 25.9 -2.4
Assets for Each Year($bil)
 46.2 45.8 25.7 28.4 27.2
Trailing Returns % 01-31-10
  YTD 3 year 5 year
Fund Family -2.24 -0.26 3.59
  Key Stats
Asset Class Score % of Assets
 Domestic Stock 2.8 26.03
 International Stock 3.6 8.10
 Municipal Bond 3.2 12.71
 Taxable Bond 2.3 15.15
Average Expense Ratio %
Domestic Stock 1.43 Average
International Stock 1.73 Average
Municipal Bond 1.11 Average
Taxable Bond 1.09 Average
Total Assets($mil)*   Min Investment
27,224   $1,000
Load (% of Assets)   No Load (% of Assets)
60.8   39.2
* Doesn't include money market assets.
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 Portfolio Analysis  
Morningstar Style Box
2 5 3
1 2 2
2 0 1
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Asset Allocation %
Cash 2.1
Stocks 43.5
Bonds 25.8
Other 28.7
Annual Turnover % 51
% Assets in Top 10 3.5
 
Sector Breakdown (% of stocks) 
Information 19.4
Software 3.6
Hardware 8.6
Media 1.9
Telecommunications 5.3
Service 35.6
Healthcare 8.7
Consumer Services 6.6
Business Services 6.6
Financial Services 13.7
Manufacturing 32.8
Consumer Goods 11.6
Industrial Materials 10.8
Energy 7.2
Utilities 3.3
Top 20 US stock Holdings    Get Price Quotes Sector YTD Return % % Net Assets
Google, Inc.* Telecommunications -13.95 0.45
Oracle Corporation* Software -5.54 0.41
Amazon.com, Inc.* Consumer Services -13.15 0.38
Visa, Inc.* Business Services -5.04 0.38
J.P. Morgan Chase & Co.* Financial Services -9.41 0.35
Microsoft Corporation* Software -9.06 0.32
Amgen, Inc.* Healthcare 1.57 0.30
Cisco Systems, Inc.* Hardware -1.84 0.30
Apple, Inc.* Hardware -7.88 0.29
Home Depot, Inc.* Consumer Services -1.18 0.29
Baxter International Inc.* Healthcare -3.95 0.27
ConocoPhillips* Energy -7.24 0.26
Merck & Co., Inc.* Healthcare 0.14 0.26
Qualcomm, Inc.* Hardware -18.91 0.26
Bank of America Corporation* Financial Services -3.85 0.25
ExxonMobil Corporation* Energy -5.02 0.23
Pfizer Inc.* Healthcare -0.93 0.22
Procter & Gamble Company* Consumer Goods 1.35 0.22
International Business Machines Corp* Hardware -6.47 0.20
Omnicom Group, Inc.* Media -11.78 0.20
YTD Return through 02-08-10.
 Evergreen Funds    
Fund Name    
Evergreen Adjustable Rate Instl   Evergreen Asset Allocation A
Evergreen CA Municipal I   Evergreen Core Bond Instl
Evergreen Core Plus Bond I   Evergreen Disciplined Value I
Evergreen Diversified Capital Builder B   Evergreen Diversified Income Builder A
Evergreen Emerging Markets Growth A   Evergreen Enhanced S&P 500 A
Evergreen Equity Income I   Evergreen Equity Index Instl
Evergreen Fundamental Large Cap I   Evergreen Fundamental Mid Cap Value C
Evergreen Global Large Cap Equity I   Evergreen Global Opportunities A
Evergreen Golden Core Opp A   Evergreen Golden Large Cap Core I
Evergreen Golden Mid Cap Core I   Evergreen Growth C
Evergreen Health Care A   Evergreen High Income B
Evergreen High-Income Muni Bond A   Evergreen Intermediate Muni Bd Instl
Evergreen International Bond Instl   Evergreen International Equity B
Evergreen Intrinsic Value I   Evergreen Intrinsic World Equity A
Evergreen Large Company Growth B   Evergreen Mid Cap Growth B
Evergreen Municipal Bond B   Evergreen NC Municipal Bond A
Evergreen Omega A   Evergreen PA Municipal A
Evergreen Precious Metals B   Evergreen Shrt-Interm Bond I
Evergreen Shrt-Interm Muni Bd I   Evergreen Small Cap Value I
Evergreen Small-Mid Growth A   Evergreen Special Values A
Evergreen Strategic Growth Instl   Evergreen Strategic Municipal Bd B
Evergreen US Government A   Evergreen Utility & Telecom A
S&P 500 index data: S&P 500 Copyright © 2008
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