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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 for Investor Class shares (WGRNX) is 1.89%, and Institutional Class shares (WGRIX) is 1.68%.
Wintergreen Fund Total Return
Updated February 1, 2012
| Time Period | Investor Shares (WGRNX) |
Institutional Shares (WGRIX) |
|---|---|---|
| 1 Month | 2.27% | 2.20% |
| 3 Month | 1.12% | — |
| 1 Year | 4.88% | — |
| 5 Year | 3.62% | — |
| Since Inception | 6.68% | 2.20% |
| Inception Date | 10/17/2005 | 12/30/2011 |
| Time Period | Investor Shares (WGRNX) |
Institutional Shares (WGRIX) |
|---|---|---|
| 1 Month | -0.49% | 0.00% |
| 3 Month | 9.39% | — |
| 1 Year | 0.57% | — |
| 5 Year | 3.61% | — |
| Since Inception | 6.39% | 0.00% |
| Inception Date | 10/17/2005 | 12/30/2011 |
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.
News
January 24th, 2012
David Winters will be presenting at The Ben Graham Centre's 2012 Value Investing Conference
January 4th, 2012
New Class of Shares Available for Wintergreen Fund Investors
December 27th, 2011
David Winters interviewed by Barron's
December 20th, 2011
Year-End Distribution information is now available
December 16th, 2011
David Winters appeared on Consuelo Mack WealthTrack