WEALTH MANAGEMENT GLOSSARY

Income

Income Balance

Income In Respect Of A Decedent (IRD)

Income Portfolio

Income Stock

Index

Index Fund

Individual Retirement Account (IRA)

Individual Retirement Account Rollover

Individual Retirement Account Transfer

Initial Public Offering (IPO)

Institutional Shares

Intangible Property

Interest

Intestate

Invasion Of A Trust

Investment Advisory Fee

Investment Banker

Investment Grade Bonds

Investment Management Account

Irrevocable Trust

When referring to the Evergreen Funds, a class of shares used by fiduciary, agency and custody accounts serviced by the trust area. Also called Y shares. Unlike A and B shares offered by the Retail Bank, there are no sales charges or 12b-1 fees associated with Y shares. There is an investment advisory fee and other charges collected for all Evergreen Funds.