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Home | News | 2011 | David Winters appeared on Consuelo Mack WealthTrack

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.


David Winters appeared on Consuelo Mack WealthTrack

December 16, 2011

David Winters appeared on Consuelo Mack WealthTrack the weekend of December 16, 2011. In this episode, they discussed how David continues to find value in an overall gloomy market.

David Winters Appearing on WealthTrack

For more information about WealthTrack, please visit their website: www.wealthtrack.com.

Dollar cost averaging, the technique of buying a fixed dollar amount of a particular investment on a regular schedule-regardless of the share price, does not guarantee a profit, nor protect against a loss. To use this technique, an investor must continue investing regardless of the market environment.

As discussed in this video, the Fund has earned a 5-year Morningstar Rating(tm) of four stars for its risk-adjusted performance among 601 World Stock funds for the 5-year period ended 9/30/13 for the Investor Class.

Past performance is no guarantee of future results. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) Morningstar Rating metrics. For the period ending 9/30/13 the Wintergreen Fund was rated against the following numbers of U.S-domiciled World Stock funds over the following time periods: 764 funds in the last three years and 601 funds in the last five years. With respect to these World Stock funds, the Fund received a Morningstar Rating of 3 stars for the three-year, and 4 stars for the five-year periods, respectively. This Morningstar Rating is for the Investor Class shares only.

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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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