Winslow Green Growth Instl
c/o U.S. Bancorp Fund Services P.O. Box 701 Milwaukee, WI 53201-0701
Map
Phone: 888-314-9049
| Category: | Small Growth | | Fund Family: | Winslow Green Funds | | Net Assets: | 44.15M | | Year-to-Date Return: | 30.65% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Jun-06 |
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Jackson W. Robinson
Lead Manager since
02-Apr-01 | | | 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. |
| 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 |
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| The investment seeks long-term capital growth. The fund normally invests 80% of net assets (plus any borrowings for investment purposes) in equity securities of environmentally sustainable companies. It may invest in any industry sector, but tends to focus on certain environmentally-oriented investment themes. The fund may invest in companies of any size capitalization. It intends to invest a significant portion of assets in domestic small-capitalization companies. |
| Last Dividend
(12-Dec-06):
| 0.02 | | Last Cap Gain
(17-Dec-08):
| 0.11 | | Annual Holdings Turnover
| 113.00% | | Average for Category:
| 132.21% |
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| Expense | WGGIX | Category
Avg | | Total Expense Ratio: | 1.20%
| 1.61% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 397 | $680 | | 5 Yr Expense Projection*: |
$ 710 | $1,078 | | 10 Yr Expense Projection*: |
$ 1,597 | $2,174 |
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