WGGFX Rating, Research - Winslow Green Growth Inv

Winslow Green Growth Inv (wggfx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 11

Threats + Weaknesses = 0

When strengths & opportunities substantially exceed threats & weaknesses an investment in the wggfx mutual fund has great long term potential.

Fund Management Team

Winslow Funds

Fund Description Update

Winslow Green Growth Inv (WGGFX) Description: WGGFX is a mutual fund, which is an investment that owns a basket of assets. The WGGFX mutual fund was provided by Winslow and this investment vehicle derives the majority of its value from equity holdings (stocks). Winslows mutual fund has a long management tenure and is in the average fund size classification. WGGFXs minimum initial investment amount is $2500 while the IRA minimum is $2000. WGGFXs expense ratio is roughly 1%. The latest WGGFXs front end load was 0% and the back end load was 0%. The Winslow Green Growth Inv (WGGFX) mutual fund falls under the small growth category. WGGFX focuses its investments in USA and WGGFX is not affiliated with a particular industry or fund sector. The Winslow Green Growth Inv (WGGFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find WGGFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of WGGFXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in small capitalization companies at the time of investment. The advisor considers a company to be a small-capitalization issuer if it has a market capitalization, at the time of purchase, no larger than the largest capitalized issuer included in the Russell 2000® Index. It may invest up to 25% of assets in foreign securities and may invest up to 15% of its total assets in real estate investment trusts (REITs).

Management Analysis Update

Winslow Green Growth Inv's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update