• FirefoxUpgrade to the new Firefox »
  •  Dow Down 0.79% Nasdaq Up 0.16%

    Wintergreen Investor (WGRNX)

    16.75 Up 0.05(0.30%) Jan 23
    Prev Close:16.70
    YTD Return*:-1.68%
    Net Assets*:1.48B
    Yield*:1.25%

    * As of 31-Dec-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    BTAFF.L6.59-1.02
    BEN6.380.22
    RAI6.28-0.70
    CNQ.TO5.84-0.13
    SWGAF5.570.00

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.48B
    Category:World Stock
    Annual Report Expense Ratio (net):1.85%

    Performance & Risk

    YTD Return:-1.68%
    5y Avg Return:8.50%
    Rank in Category (ytd):87
    % Rank in Category (ytd):7.51%
    Beta (3y):0.66
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks capital appreciation. The fund normally invests mainly in equity securities of companies that its investment manager believes are available at market prices less than their intrinsic value. It intends to trade in securities of U.S. or non-U.S. companies that the Investment Manager believes trade at a discount to intrinsic value. The fund may take an activist role, where it seeks to influence or control management, or invest in other companies that do so when the Investment Manager believes the fund may benefit. It may also participate in arbitrage opportunities. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback