Winslow Green Growth Instl
c/o U.S. Bancorp Fund ServicesP.O. Box 701Milwaukee, WI 53201-0701
Map
Phone: 888-314-9049
| Category: | Small Growth | | Fund Family: | Winslow Green Funds | | Net Assets: | 160.40M | | Year-to-Date Return: | 14.66% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | Jun 5, 2006 |
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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. |
| 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 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. |
| 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% |
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| Expense | WGGIX | Category Avg |
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| 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/A | N/A | | Max Front End Sales Load: | N/A | 5.45% | | Max Deferred Sales Load:
| N/A | 2.35% | | 3 Yr Expense Projection*: | 348 | 611 | | 5 Yr Expense Projection*: | 602 | 984 | | 10 Yr Expense Projection*: | 1,330 | 2,017 |
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0.15(1.04%) Oct 18