For the period ending December 31, 2016, the Fund's 1-year, 5-year, 10-year, and since inception (10/17/05) average annual returns for the Investor Class were 6.67%, 4.16%, 3.88%, and 5.39%, respectively, and the 1-year, 5-year, and since inception (12/30/11) average annual return for the Institutional Class were 7.01%, 4.41%, and 4.41%, 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 1.92%, and Institutional Class shares (WGRIX) is 1.69%. Click here to view the Fund's most recent month-end performance data.
Wintergreen: Coca-Cola's Equity Compensation Plan Is a 'Big Grab' by Management
NEW YORK--(BUSINESS WIRE)--David Winters, CEO of Wintergreen Advisers, said the response by The Coca-Cola Company (NYSE: KO) to Wintergreen's criticism of its proposed 2014 equity compensation plan was "disappointing, defensive and inadequate."
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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.