Updates & Features

March 10, 2010
SEC Settlement Related to Evergreen Ultra Short Opportunities Fund
Evergreen Investments

In June 2009, Evergreen reached settlements with the SEC and the Securities Division of the Secretary of the Commonwealth of Massachusetts as to certain matters primarily relating to Evergreen Ultra Short Opportunities Fund, which was liquidated in June 2008. Read more about the status of the settlement distribution process for eligible shareholders. More graphic element

March 10, 2010
Portfolio Manager Change for Certain Wells Fargo Advantage Municipal Income Funds
Evergreen Investments

Portfolio manager Julio Bonilla will be leaving Wells Capital Management to pursue other opportunities. More graphic element

March 3, 2010
Proposed Integration of Certain Evergreen and Wells Fargo Advantage Fixed-Income Funds: FAQs
Evergreen Investments

A definitive prospectus/proxy statement that proposes the mergers of three Evergreen Funds and one Wells Fargo Advantage Fund was filed with the Securities and Exchange Commission (SEC) on March 3, 2010. More graphic element

February 25, 2010
SEC Update on Money Market Reform: February 25, 2010
Evergreen Investments

On January 27, 2010, the SEC held an Open Commission Meeting in Washington, D.C., during which they discussed and approved a number amendments involving money market fund management. On February 23, 2010 the SEC published the full text of its final Money Market Reform rules (Release No. IC-29132), which were discussed and approved at the Open Commission Meeting. More graphic element

February 4, 2010
UPDATE: 2010 Required Minimum Distribution Notice
Evergreen Investments

The recent 2010 Required Minimum Distribution Notice that went out to Evergreen Shareholders contained an incorrect phone number. More graphic element

January 19, 2010
Portfolio Manager Changes Announced for Certain Money Market Funds
Evergreen Investments

The portfolio management teams of certain Evergreen and Wells Fargo Advantage money market funds will change January 19, 2010. More graphic element

January 13, 2010
Press Kit - Wells Fargo Funds Management, LLC and Evergreen Investments Integration
Evergreen Investments

On January 13, 2010, Wells Fargo Funds Management, LLC and Evergreen Investments announced several proposed plans to streamline and strengthen our mutual fund product offerings. To provide the media with easy access to key information related to the fund family integration, we have created an electronic press kit, that includes a press release, fund merger guide, and senior executive biographies. More graphic element

January 13, 2010
Client Letter - The Integration of Our Fund Families Has Begun
Evergreen Investments

Recently, the Boards of Trustees of Wells Fargo Advantage FundsĀ® and Evergreen Funds approved the merger of our fund families and a proposed new fund lineup that will be branded under the Wells Fargo Advantage Funds name. More graphic element

January 13, 2010
Fund Merger Guide - Our Proposed Fund Line-Up
Evergreen Investments

This merger guide will provide you with details about how all of our funds and separately managed accounts will be impacted by the changes approved by the Wells Fargo Advantage Funds and Evergreen Boards of Trustees. More graphic element

January 13, 2010
Interactive Merger Conversion Tool
Evergreen Investments

The Merger Conversion Tool is designed to provide you with easy access to more detailed information regarding the proposed product line of the combined Wells Fargo Advantage Funds and Evergreen Funds. More graphic element

January 13, 2010
Product Alert - Merger Questions and Answers
Evergreen Investments

Following a careful review of the mutual fund lineups of Evergreen Funds and Wells Fargo Advantage Funds, the Boards of Trustees of the Wells Fargo Advantage Funds and the Evergreen Funds have approved a series of proposed product changes with the goal of streamlining and strengthening product offerings for clients. More graphic element

January 8, 2010
REVISED: Evergreen Quarterly Shareholder Newsletter, December 2009
Evergreen Investments

Evergreen Investments announced that its fourth quarter shareholder newsletter has been updated. More graphic element

January 5, 2010
Evergreen Asset Allocation Fund - 2009 Dividend Distribution
Evergreen Investments

On December 30, 2009, Evergreen Investments paid dividend income for Evergreen Asset Allocation Fund. More graphic element

January 5, 2010
Portfolio Manager Change for Certain Evergreen and Wells Fargo Advantage Fixed Income Funds
Evergreen Investments

Evergreen Investments and Wells Fargo Funds Management announced that portfolio manager Lynne Royer has left Wells Capital Management to pursue other opportunities. More graphic element