About Us

Evergreen's Capabilities

Evergreen Investments is a premier asset management firm providing individual and institutional investors with a broad range of investment products and asset management solutions. We are focused on delivering a wide array of targeted financial solutions, ranging from mutual funds to institutional portfolios, alternative investments and separately managed accounts.

Evergreen Investments is America's 29th largest asset management company¹ and the 36th largest investment manager in the world,² according to Pensions & Investments based on assets under management as of December 31, 2007. Entrusted with more than $209 billion in assets as of September 30, 2008, Evergreen employs over 350 investment professionals.

Evergreen has a solid reputation for investment expertise and customer focus. Throughout our 75-year history, we have successfully cultivated a client base of over three million individual and institutional investors by delivering a broad range of investment strategies, solutions and products to our investors. We continually strengthen our capabilities by expanding our pool of investment management talent and making strategic acquisitions to offer the complete spectrum of strategies through our unique multiple investment platforms. Whether investors seek our expertise to manage retirement assets, save for education, plan an estate or build a well-diversified portfolio, they can count on the expertise of Evergreen.

FOR INDIVIDUAL INVESTORS - Evergreen is noted for excellence in building diversified portfolios and identifying effective solutions that address the distinct requirements of each investor. From planning for retirement to saving for education to building long-term value, we believe we have just the right investment programs and products to help our clients attain their goals.

FOR FINANCIAL ADVISORS - Evergreen works in partnership with financial advisors, giving them direct access to an array of investment solutions for their clients and supporting them with expertise, investment tools and advisor services. Together, we can help your clients reach their investment goals, every step of the way.

FOR INSTITUTIONAL INVESTORS - We offer a broad range of solutions for corporations, foundations, endowments, public funds and Taft-Hartley plans, available through our multiple investment platforms.

Pensions & Investments, "Managers ranked by U.S. client assets: Assets in millions as of December 31, 2007," http://www.PIonline.com (posted May 28, 2008)
Pensions & Investments, "Managers ranked by worldwide assets: Assets in millions as of December 31, 2007," http://www.PIonline.com (posted May 28, 2008)

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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.

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About Us

Evergreen's Capabilities

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