As of the latest SEC filings, EVERGREEN CREDIT CA 5.51% (EVGRN) is held by 5 institutional funds. The largest fund shareholder is Ultra-Short Fixed Income Fund (NUSFX), holding an estimated $6,797,474.01 in market value, representing 0.41% of its portfolio.
Funds holding EVERGREEN CREDIT CA 5.51% (EVGRN)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- EVGRN
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
NUSFX
Ultra-Short Fixed Income Fund
|
MF | Independent / Boutique | 0.41% | $6,797,474.01 | 6,770,000 | Mar 31, 2026 | May 28, 2026 |
|
NUSFX
Ultra-Short Fixed Income Fund
|
MF | Independent / Boutique | 0.29% | $4,782,898.77 | 4,769,000 | Mar 31, 2026 | May 28, 2026 |
|
RAVI
FlexShares Ultra-Short Income Fund
|
ETF | Independent / Boutique | 0.24% | $3,407,627.22 | 3,400,000 | Apr 30, 2026 | Jun 25, 2026 |
|
GLDZX
LOW-DURATION BOND FUND
|
MF | Independent / Boutique | 0.15% | $1,304,342.26 | 1,300,000 | Mar 31, 2026 | May 28, 2026 |
|
-
Short Duration Bond Fund
|
ETF | John Hancock | 0.07% | $1,012,088.10 | 1,000,000 | Feb 28, 2026 | Apr 28, 2026 |
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