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Home | News | 2006 | Wintergreen Available Through Schwab

For the period ending September 30, 2018, the Fund's 1-year, 5-year, 10-year, and since inception (10/17/05) average annual returns for the Investor Class were -3.91%, 1.62%, 5.14%, and 5.09%, respectively, and the 1-year, 5-year, and since inception (12/30/11) average annual return for the Institutional Class were -3.68%, 1.87%, and 4.15%, respectively. Performance data quoted represents past performance and is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. Investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than original cost. Shares redeemed within 60 days of purchase are subject to a 2.00% redemption fee. As stated in the current prospectus, the Fund's total annual operating expense ratio for Investor Class shares (WGRNX) is 1.95%, and Institutional Class shares (WGRIX) is 1.70%. Click here to view the Fund's most recent month-end performance data.


Wintergreen Fund News

February 22, 2006

Wintergreen Fund is now offered through Schwab's Mutual Fund OneSource® service

Mountain Lakes, NJ – Wintergreen Fund has been added to Schwab's Mutual Fund OneSource® service. Approximately 2,100 funds participate in the Mutual Fund OneSource® (no loads or no transaction fees) service. The Charles Schwab Corporation is a financial holding company providing – through its subsidiaries – securities brokerage, wealth management, banking and related financial services to over seven million client accounts with more than $1 trillion in assets.

Wintergreen Fund invests worldwide in securities of companies that are trading at less than estimates of their full value, including distressed securities that are expected by Fund management to be exchanged for new debt or common and preferred stock.

To request a prospectus and obtain more information about Wintergreen Fund, call 1-888-468-6473; visit www.WintergreenFund.com or www.Schwab.com.


The views in the press and article reprints and hyperlinks shown were those of Fund management as of each article's publication date and may be subject to change. These materials should not be considered as an offer to sell or a solicitation of an offer to buy shares of any other funds or individual securities mentioned.

The article excerpts and hyperlinks reference individual securities that may or may not currently be held by the Fund. Click here to view a recent listing of the Fund's top 10 holdings. The S&P 500 Index is a broad-based, unmanaged measurement of changes in stock market conditions based on the average of 500 widely held common stocks. One cannot invest directly in an index.


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