Wintergreen Fund

Wintergreen Fund

Last Update: 2014-05-30
Related: David Winters

Number of Stocks: 32
Number of New Stocks: 0

Total Value: $1,576 Mil
Q/Q Turnover: 0%

Countries: USA SGP CHE GBR HKG CAN MYS
Details: Top Buys | Top Sales | Top Holdings  Embed:

Wintergreen Fund' s Profile & Performance

Profile

Fund managed by David Winters

Historical Allocation of Stock, Bonds, Cash

Total Holding History

Performance of Wintergreen Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
201316.8131.55-14.7
20127.5115.4-7.9
20110.572.08-1.5
3-Year Cumulative26.3 (8.1%/year)55 (15.7%/year)-28.7 (-7.6%/year)
201021.0915.066.0
200932.7826.466.3
5-Year Cumulative103.1 (15.2%/year)125.5 (17.7%/year)-22.4 (-2.5%/year)
2008-39.05-37-2.0
200721.135.6115.5
200620.115.794.3

Top Ranked Articles

David Winters' International Wintergreen Fund New Buy
Like David Winter’s other funds at Wintergreen Advisers, the Wintergreen Fund is composed of stocks the investment manager believes are undervalued, except they can be from any country. Read more...
The Wintergreen Fund’s Top Positions as of the Third Quarter
The Wintergreen Fund recently released its third quarter portfolio holdings. These holdings highlighted 32 stocks, with two of those being new buys over the past quarter, valued at $1.66 billion. Read more...
» More Wintergreen Fund Articles

Commentaries and Stories

  • Currently 1.67/5

Rating: 1.7/5 (3 votes)

The Wintergreen Fund’s Top Positions as of the Third Quarter
The Wintergreen Fund recently released its third quarter portfolio holdings. These holdings highlighted 32 stocks, with two of those being new buys over the past quarter, valued at $1.66 billion. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

David Winters' International Wintergreen Fund New Buy
Like David Winter’s other funds at Wintergreen Advisers, the Wintergreen Fund is composed of stocks the investment manager believes are undervalued, except they can be from any country. More...

  • Currently 4.00/5

Rating: 4.0/5 (2 votes)

David Winters (Wintergreen) Annual Letter to Investors
Dear Fellow Wintergreen Fund Shareholder, More...

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