Mutual Fund Governance

Earning the trust of our shareholders

At Evergreen Investments, we recognize that the key to our relationship with shareholders is trust. To build this trust, we are committed to providing full disclosure and transparency regarding our fund governance. We believe it is important that our shareholders understand how their interests are represented in the management of the Evergreen funds.

Representing our shareholders' interests

The Evergreen Funds Board of Trustees has been appointed to represent the interests of shareholders of the Evergreen funds. In service to this mission, the Board oversees the operations of each Evergreen fund to ensure that it is managed in the best interests of shareholders.

The Board consists of 11 trustees with diverse and substantial professional experience. Ten of the trustees are independent, meaning they are not "interested persons" (an employee or an employee's family member would be considered an interested person). Go to Trustee Biographies for more information on each Board member.

Board responsibilities

The trustees oversee approximately 90 portfolios and, among other duties, are responsible for:

Overseeing and reviewing fund performance.
Overseeing each fund's business, including the quality of its administrative, custody, distribution and investor services, pricing and fund audits.
Reviewing the fees that Evergreen charges and negotiating new fees where appropriate.
Reviewing and approving each fund's operating expenses and any changes to its investment strategy.

Find out more

Browse through this section of the site to learn more about how the Board of Trustees for the Evergreen Funds ensures proper fund governance and to read communications from the Chairman of the Board.

For more information on Evergreen Investments' corporate practices and policies, go to Corporate Policies & Practices.

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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.