Wintergreen Fund

Scorecard
3 / 5 Stars
Lipper
3 1 5 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C (Hold)

#91 in World Stock

U.S. News evaluated 304 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 17.59 percent over the past year, 8.60 percent over the past three years, and 14.52 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 7.3%
1 Year 17.6%
3 Years (Annualized) 8.6%
5 Years (Annualized) 14.5%
10 Years (Annualized) N/A

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Summary

The investment seeks capital appreciation. The fund normally invests mainly in equity securities of companies that its investment manager believes are available at market prices less than their intrinsic value. It intends to trade in securities of U.S. or non-U.S. companies that the Investment Manager believes trade at a discount to intrinsic value. The fund may take an activist role, where it seeks to influence or control management, or invest in other companies that do so when the Investment Manager believes the fund may benefit. It may also participate in arbitrage opportunities.

Fees

Fees are Above Average compared to funds in the same category.
Wintergreen Fund has an expense ratio of 1.85 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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