Evergreen Fundamental Large Cap BEGIBX

Morningstar Rating

Fund Research and Analysis

by Greg Brown

Evergreen Fundamental Large Cap has plenty of merit, but it's overshadowed by larger issues.

We're fans of this fund's management. Veteran manager Walter McCormick has done a solid job with this fund under his watch. From March 2002 through Oct. 1, 2009, this fund's return tops peers and the benchmark S&P 500 Index by more than 2. Read more

Kudos

Performance has improved under new management. Read more

Risks

Despite a tremendous growth in assets, expenses remain above the large-cap median. Read more

Strategy

Management seeks stocks that appear cheap relative to their industry peers and that have improving earnings prospects. The team emphasizes large caps, though the fund will delve into mid-cap territory for a slug of its picks. Read more

Management

Walter McCormick has been at the helm since March 2002. He also took the helm of sibling Evergreen Equity Income EVTRX in July 2007. Emory Sanders joined McCormick as comanager in July 2007 but will also retain some of his previous analyst duties supporting both funds. Read more

Inside Scoop

A new management team took the helm here in early 2002. Although the portfolio is run with a value tilt, it lands in large-blend territory. Read more

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