| 16.97 Net Asset Value | -1.22% 1 Day | +12.38% Year-to-Date | Overall Morningstar Rating |
| World stock Style or Category | No Load Sales Expenses | 1.89% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +3.54% | 3 years | +14.74% | |
| 3 months | +5.67% | 5 years | +4.85% | |
| 1 year | +22.74% | Since inception | +7.62% |
| WGRNX | Category | |
|---|---|---|
| Performance 5-yr return | +4.85% | +2.59% |
| Expense ratio | 1.89% | 1.46% |
| Risk 5 year sharpe ratio | 0.33 | 0.20 |
| Net assets | $1.8B | $1.1B |
| Average market cap | $31.5B | $33.8B |
| Average P/E | 17.3 | 15.6 |
| Portfolio turnover | 14% | 14% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Wintergreen Funds |
| Fund manager & tenure | David Winters / 7 Years |
| Minimal initial investment | $10,000.00 |
| Minimum IRA investment | $3,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Consumer goods | 38.47% |
| Industrial materials | 30.99% |
| Financial service | 16.87% |
| Energy | 7.88% |
| Consumer service | 5.79% |
| JARLF Jardine Matheson Holdings Ltd. | 9.74% |
| -- British American Tobacco PLC | 5.79% |
| -- Swatch Group AG | 5.78% |
| BRKB Berkshire Hathaway Inc Class B | 5.18% |
| -- Compagnie Financiere Richemont SA | 5.05% |
| -- Schindler Holding AG | 4.70% |
| BEN Franklin Resources Inc. | 4.61% |
| MO Altria Group Inc. | 4.58% |
| MA MasterCard Incorporated Class A | 4.32% |
| -- Canadian Natural Resources Ltd | 3.92% |
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