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Home | News | 2017 | David Winters appeared on Consuelo Mack WealthTrack

For the period ending September 30, 2017, the Fund's 1-year, 5-year, 10-year, and since inception (10/17/05) average annual returns for the Investor Class were 13.25%, 5.45%, 2.90%, and 5.88%, respectively, and the 1-year, 5-year, and since inception (12/30/11) average annual return for the Institutional Class were 13.55%, 5.71%, and 5.57%, 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

May 5, 2017

Global value investor David Winters discusses why he believes index funds are more expensive, less diversified and higher risk than commonly believed. He also discusses portfolio holdings Consolidated-Tomoka, Heineken, Elbit Systems, Nestle, Sika, Birchcliff Energy, and British American Tobacco.

In the video above, the contrast between the Fund's expenses and the entire list of securities in the S&P 500 Index are discussed. The 2015 data presented is the most recent available data. The current operating expense ratio for the Fund is listed above. Using the same formula that Wintergreen Advisers used to calculate the "look through expense" of the entire list of securities in the S&P 500 Index, Wintergreen Fund's "look through expense" was calculated to be 1.47% for 2015. 3.17% is the result of combining the Fund's 2015 "look through expense" with the current operating expense ratio of the Fund's Institutional Class.

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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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