News
View standardized performance and important disclaimers
regarding Wintergreen's press and news.
For the period ending March 31, 2012, the Fund's 1-year, 5-year, and since inception (10/17/05) average annual returns for the Investor Class were 1.88%, 3.52%, and 6.77%, respectively, and the since inception (12/30/11) cumulative return for the Institutional Class was 3.99%. 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 1.86%, and Institutional Class shares (WGRIX) is 1.64%.
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.
David Winters appeared on Bloomberg TV
September 8th, 2011
David Winters talks with Bloomberg's Carol Massar and Matt Miller about how investing globally in diverse multinational companies gives the Wintergreen Fund the potential to outperform others in choppy markets. They also discuss why he likes Swiss companies Swatch, Nestle, Schindler, and Richemont, as well as U.S. companies Norfolk Southern and MasterCard.
2012 Archive |
2011 Archive |
2010 Archive |
2009 Archive |
2005-2008 Archive