For the period ending September 30, 2014, the Fund's 1-year, 5-year, and since inception (10/17/05) average annual returns for the Investor Class were 4.70%, 9.73%, and 7.03%, respectively, and the 1-year, and since inception (12/30/11) average annual return for the Institutional Class were 4.94%, and 8.71%, 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 1.85%, and Institutional Class shares (WGRIX) is 1.63%.Click here to view the Fund's most recent month-end performance data.
Wintergreen Fund Ranked #1 by Lipper
Lipper ranked the Wintergreen Fund #1 out of 87, and #1 out of 73, Global Large-Cap Growth funds, based on its 3- and 5-year periods ended 12/31/11, respectively, based on total returns for the Investor Class.
Lipper Global Large-Cap Growth fund ranking as of 12/31/2011 for the Wintergreen Fund Investor Class:
|1-year||#8 out of 101 funds|
|3-year||#1 out of 87 funds|
|5-year||#1 out of 73 funds|
|Since Inception *||#1 out of 64 funds|
Past performance is no guarantee of future results.
Lipper Analytical Services, Inc. (Lipper, Inc) is an industry research firm whose rankings are based on total return performance and do not reflect the effect of sales charges. Each fund is ranked within a universe of funds similar in investment objective as determined by Lipper. (According to the Wintergreen Fund's prospectus, shareholders do not incur a sales charge with purchases.)
* The Fund's Date of Inception for the Investor Class was October 17, 2005
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.