Open-End Funds

Know the key types & share classes of open-end mutual funds

The basic types of mutual funds, which mirror the three main asset classes they invest in, are:

Stock funds — Also known as equity funds, may invest in a wide range of stocks
Bond funds — Also known as fixed income funds, invest in bonds from specific issuers
Money market funds — Invest in high-quality, short-term money market securities
Balanced funds are often referred to as a type of mutual fund, as well. They invest in a mix of the three investment vehicles highlighted above

Choose from many Evergreen funds

Evergreen Investments offers a wide array of open-end mutual funds across all investment styles to help you meet your financial goals.

Go to Fund Information to find information on each open-end fund's daily pricing, performance, rating and rankings, and portfolio management team. You can also view or download fund fact sheets and prospectuses that will give you important details on the fund's objective, strategy, risk profile, fees and expenses.

Which share class is right for you?

Once you're ready to invest, you'll need to know your share class options. At Evergreen, we offer three basic open-end mutual fund share classes to our retail investors:

A Share — Investors usually pay a one-time, up-front sales charge, which may be reduced if they own other funds in the same family or meet other criteria.
B Share — Investors prefer not to pay an up front charge, opting for a back-end fee if they sell part or all of their shares during the years following their initial purchase. Note that these shares pay higher 12b-1 fees and will revert to Class A shares after several (usually 6 to 8) years of ownership.
C Share — Investors may pay a back-end sales charge on any shares they sell during the first two years following their initial purchase. With this class, there may be a smaller front-end sales charge, but 12b-1 fees are usually high and continue for the length of ownership. These shares do not revert to the lower-fee Class A shares.

Learn more

Explore other Investing Essentials topics through the menu to the left. Access extensive reference materials through the Literature Library. Or contact a financial advisor for advice on the right investment strategy for your specific goals.

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Past performance does not guarantee future results. The performance quoted represents past performance and current performance may be lower or higher. Investment return and principal value of an investment will fluctuate so that investors' shares, when redeemed, may be worth more or less than their original cost. Performance at NAV does not include the effect of sales charges. Performance includes the reinvestment of income, dividends and capital gain distributions.

An investor should consider a fund's investment objectives, risks, charges and expenses carefully before investing. This and other important information can be found in the fund's prospectus. Obtain a prospectus online and read carefully before investing.

Investments in stocks, bonds and mutual funds:
NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE

Evergreen mutual funds are distributed by Evergreen Investment Services, Inc., 200 Berkeley Street, Boston, MA 02116.

Evergreen mutual funds may be offered only to persons in the United States and by way of a prospectus. This Web site should not be considered a solicitation or offering of any investment products or services to investors residing outside the United States.