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Net Asset Value:
11.211-Day Return:
0.03 (0.27%)YTD Return
as of 11/6/09:
as of 11/6/09:
28.41%WGRNX
(Wintergreen Fund)
Classification: Global Multi-Cap Growth
Objective: Global
Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
| Growth of $10,000
| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 28.41 | 22.52 | -0.05 | NA | NA |
| Classification | 37.14 | 40.01 | -2.79 | 2.80 | -0.22 |
| Index (S&P 500) | 20.90 | 21.30 | -6.10 | 0.30 | -0.70 |
| % Rank in Class (1-best,100=worst) | 56 | 98 | 32 | NA | NA |
| Investment Objective: | Global |
|---|---|
| Net Assets ($Mil) | 978.30 |
| Inception Date: | 10/17/05 |
| Manager Name, Tenure | David J. Winters, 2005 |
| Expense Ratio: | 1.86% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
| Company Name | Symbol | % Net Assets |
|---|---|---|
| Japan Tobacco Inc | NA | 7.96 |
| Jardine Matheson Holdings Ltd | JARLF | 7.93 |
| Berkshire Hathaway Inc | BRKB | 6.19 |
| Schindler Holding Ag | NA | 5.56 |
| Imperial Tobacco Group Plc | ITYBF | 4.85 |
| Anglo American Plc | AAUKF | 4.35 |
| Genting Malaysia Berhad | NA | 3.99 |
| Goldman Sachs Group Inc | GS | 3.54 |
| Swatch Group Ag | NA | 3.33 |
| Franklin Rsc | BEN | 3.06 |
| % of Total Holdings | 50.76 | |
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