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Performance
Performance data quoted represents past performance and is no guarantee of future results. Current performance may be lower or higher than the performance quoted. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the 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 is 2.16%, which includes short sale dividend expense of 0.29%. If the dividend expense of 0.29% related to short sales were not included, total operating expenses would have been lower.
Wintergreen Fund Total Return*
Updated March 1, 2010
| Time Period | Wintergreen Fund |
|---|---|
| 1 Month | 0.97% |
| 3 Month | 2.59% |
| Year-to-date | -0.61% |
| 1 Year | 54.03% |
| Inception to Date ** | 4.23% |
| Time Period | Wintergreen Fund |
|---|---|
| 1 Month | 3.22% |
| 3 Month | 4.43% |
| 1 Year | 32.78% |
| Inception to Date ** | 4.55% |
*The recent growth rate in the global equity markets has helped to produce short-term returns for some sectors/asset classes that are not typical and may not continue in the future. Because of ongoing market volatility, Fund performance may be subject to substantial short-term changes.
Total return figures reflect reinvestment of all dividend and capital gain distributions. Returns over 1 year are annualized. During the period, some of the Fund’s fees and expenses were waived; had these fees and expenses not been waived, the Fund’s performance would be lower.
**The Fund’s Date of Inception was October 17, 2005.
News
March 8th, 2010
Wintergreen Fund 2009 Annual Report is now available
January 19th, 2010
David Winters appeared on CNBC
December 25th, 2009
David Winters appeared on Consuelo Mack WealthTrack
December 21st, 2009
Year-End Distribution information is now available
November 17th, 2009
David Winters appeared on Bloomberg TV
