Skip to search.

Breaking News Visit Yahoo! News for the latest.

×Close this window

 Dow Down0.32% Nasdaq Down1.02%

Winslow Green Growth Instl (WGGIX)

14.33 Down 0.15(1.04%) Oct 18


Profile as of Sep 29, 2012Get Profile for:
Winslow Green Growth Instl
c/o U.S. Bancorp Fund ServicesP.O. Box 701Milwaukee, WI 53201-0701
Map
Phone: 888-314-9049
Fund Overview 
Category:Small Growth
Fund Family:Winslow Green Funds
Net Assets:160.40M
Year-to-Date Return:14.66%
Yield:0.00%
Morningstar Rating:1 stars
Fund Inception Date:Jun 5, 2006
Morningstar Style Box 
Small Growth
[View Category Definition]
View Top Small Growth Funds
About the Morningstar Style Box
Management Information 
Jackson W. Robinson
Lead Manager since Apr 1, 2001
Mr. Robinson, founder and President of Winslow Management Company, has over 26 years of money management experience. Since 1991, Mr. Robinson has focused exclusively on "green" investing. As the Chief Portfolio Manager for Winslow Management Company, Mr. Robinson currently manages environmentally sensitive assets in individual accounts, institutional accounts, and in the Green Century Balanced Fund, a publicly traded mutual fund.
Investment Information 
Min Initial Investment:250,000
Min Initial Investment, IRA:250,000
Min Initial Investment, AIP:250,000
Min Subsequent Investment:50
Min Subsequent Investment, IRA:50
Min Subsequent Investment, AIP:50
WGGIX can be purchased from 53 brokerages.

Fund Summary 
The investment seeks long-term capital growth. The fund is a growth equity fund. It invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of environmentally sustainable companies. Although the fund may invest in companies of any size capitalization, the fund intends to invest a significant portion of its assets in domestic small-capitalization companies (i.e., companies with a market capitalization below $2 billion) that, in the Adviser's view, represent attractive growth investment opportunities. The fund may invest up to 20% of assets in foreign securities, which may include emerging markets.

Fund Operations 
Last Dividend (Dec 11, 2006) : 0.02
Last Cap Gain (Dec 16, 2008) : 0.11
Annual Holdings Turnover (Oct 5, 2010) : 78.00%
Average for Category:68.79%
Fees & Expenses 
ExpenseWGGIXCategory Avg
Annual Report Expense Ratio (net):1.09%1.43%
Prospectus Net Expense Ratio:1.10%N/A
Prospectus Gross Expense Ratio:1.10%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.45%
Max Deferred Sales Load: N/A2.35%
3 Yr Expense Projection*:348611
5 Yr Expense Projection*:602984
10 Yr Expense Projection*:1,3302,017
* Per $10,000 invested