20 Years of 5 Star Management

SCI Completed 20 Years of Morningstar Rated 5-Star Management

Over the twenty years that Stamper capital & Investments, Inc. managed the Evergreen Strategic Municipal Bond Fund, our upside potential, downside protection risk-adjusted management strategy was awarded the Morningstar five-star rating many times.  In fact, we received the five-star over the ten-year period long enough to say that we were five-star rated continuously over the entire twenty years we managed the fund.  See the table below for an example.

Fund Name
(at the time)
PeriodEndingCategoryStar Rating
(5 max)
Number of Competitors
Davis Tax-Free High Income B5 Years12/31/1996Municipal5 stars out of 5580
Evergreen High Income Municipal Bond Fund I10 Years12/31/2001Municipal5 stars out of 5487
Evergreen Strategic Municipal Bond Fund I10 Years4/30/2001Muni National Short5 stars out of 527
Wells Fargo Advantage Strategic Municipal Bond Fund I10 Years4/30/2010Muni Short5 stars out of 542

B. Clark Stamper was Portfolio Manager of the fund since June 1990, and SCI was Investment Management Sub-Adviser to the fund since July 1995.   Stamper Capital & Investments no longer has a sub-advisery contract to manage the Evergreen Strategic Municipal Bond Fund, as the management contract ended July 11th, 2010. This fund is now named the “Wells Fargo Advantage Strategic Municipal Bond Fund”.  Over the years, you can see that the fund had its name changed periodically.  This was a result of the usual corporate sales, mergers, re-branding, and the like.

Also, you may be interested in the following article on the same topic:  An in-depth performance review of portfolio manager Clark Stamper’s 20 year record as mutual fund manager – September 1, 2010:  This article shows that Stamper was able to have one of the longest tenures managing a muni fund for over 20 years in the industry all while producing superior risk-adjusted returns over the past decade (ending 6/30/2010), when compared to the competition.  Read:  Clark Stamper Completes a Superior 20-Year Run Managing the Former Evergreen Strategic Municipal Bond Fund

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Stamper Capital & Investments, Inc.
Fee-Based Municipal Bond Experts for Over 25 Years