Winslow Green Growth Instl
P.O. Box 446 Portland, ME 04112
Map
Phone: 888-314-9049
| Category: | Small Growth | | Fund Family: | Winslow Green Funds | | Net Assets: | 26.09M | | Year-to-Date Return: | -59.34% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 06-Jun-06 |
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Jackson W. Robinson
Lead Manager since
02-Apr-01 | | | Robinson, founder and president of Winslow Management Company, has 30 years of money management experience. Robinson also served as president of Rieger, Robinson & Harrington.Prior to that,he was an officer and director of Garden Way, Inc. and president of the National Gardening Association, both socially responsible companies. |
| 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 capital appreciation through environmentally responsible investing. The fund normally invests at least 80% of assets in equity securities of domestic small and medium size companies that adviser believes are environmentally responsible, best in class companies. It may invest up to 20% in foreign securities. |
| Last Dividend
(12-Dec-06):
| 0.02 | | Last Cap Gain
(12-Dec-07):
| 1.04 | | Annual Holdings Turnover
| 94.00% | | Average for Category:
| 115.78% |
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| Expense | WGGIX | Category
Avg | | Total Expense Ratio: | 1.20%
| 1.59% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$337 | $680 | | 5 Yr Expense Projection*: |
$585 | $1,078 | | 10 Yr Expense Projection*: |
$1,294 | $2,142 |
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2.63% Nasdaq 0.00%
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