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Home | News | 2006 | Wintergreen SEC 13D Filing

For the period ending December 31, 2018, the Fund's 1-year, 5-year, 10-year, and since inception (10/17/05) average annual returns for the Investor Class were -20.18%, -2.34%, 6.08%, and 3.81%, respectively, and the 1-year, 5-year, and since inception (12/30/11) average annual return for the Institutional Class were -19.92%, -2.10%, and 1.82%, 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 - SEC 13D Filing

May 3, 2006

MOUNTAIN LAKES, NJ - Wintergreen Advisers, LLC, the investment manager for Wintergreen Fund, has filed a Schedule 13D with the SEC in connection with its 12.3 per cent investment in Consolidated-Tomoka Land Co. (AMEX: CTO) based in Daytona Beach, Florida.

According to David Winters, portfolio manager and shareholder activist, "We are long-term constructive investors. We believe that Consolidated-Tomoka is doing a good job and want to encourage management to stay focused on their Volusia County properties."

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 exchange for new debt or common and preferred stock.

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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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