For the period ending March 31, 2017, the Fund's 1-year, 5-year, 10-year, and since inception (10/17/05) average annual returns for the Investor Class were 14.54%, 4.82%, 4.17%, and 5.91%, respectively, and the 1-year, 5-year, and since inception (12/30/11) average annual return for the Institutional Class were 14.85%, 5.07%, and 5.59%, 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.
David Winters appeared on CNBC
David Winters discusses the effects of rising interest rates on the markets, and what he believes are the benefits of investing in undervalued securities that have pricing power, with CNBC's Akiko Fujita. He also discusses portfolio holdings Heineken, British American Tobacco, and Elbit.
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.