Winslow Green Solutions
c/o U.S. Bancorp Fund Services P.O. Box 701 Milwaukee, WI 53201-0701
Map
Phone: 888-314-9049
| Category: | Mid-Cap Growth | | Fund Family: | Winslow Green Funds | | Net Assets: | 30.66M | | Year-to-Date Return: | 26.46% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Nov-07 |
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Matthew W. Patsky
Lead Manager since
01-Nov-07 | | | Before joining Winslow as a portfolio manager, Patsky served as director of Equity Research for Boston-based Adams, Harkness & Hill. Directing the firm's Research Department, he supervised 21 research analysts focused on emerging growth technology, healthcare and consumer companies. Patsky is widely considered to be an expert on the natural products industry. He is recognized as the individual responsible for the development of the "Healthy Living" investment theme and selecting the group of companies. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $1,000 | | 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 companies around the world that are providing solutions to environmental challenges. It may invest in any industry sector, but will 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 small- and medium-capitalization companies. The fund may invest up to 50% of assets in foreign securities, which may include emerging markets. |
| Last Dividend
(31-Dec-07):
| 0.04 | | Last Cap Gain
(17-Dec-08):
| 0.02 | | Annual Holdings Turnover
| 90.00% | | Average for Category:
| 125.67% |
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| Expense | WGSLX | Category
Avg | | Total Expense Ratio: | 1.25%
| 1.45% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ 598 | $714 | | 5 Yr Expense Projection*: |
$ 1,296 | $1,046 | | 10 Yr Expense Projection*: |
$ 3,157 | $2,067 |
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2.03% Nasdaq 
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