WGRNX Rating, Research - Wintergreen

Wintergreen (wgrnx)

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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 = 1

Threats + Weaknesses = 0

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

Fund Management Team

Wintergreen Funds

Fund Description Update

Wintergreen (WGRNX) Description: WGRNX is a mutual fund, which is an investment that owns a basket of assets. The WGRNX mutual fund was provided by Wintergreen and this investment vehicle derives the majority of its value from equity holdings (stocks). Wintergreens mutual fund has a medium management tenure and is in the large fund size classification. WGRNXs minimum initial investment amount is $10000 while the IRA minimum is $3000. WGRNXs expense ratio is roughly 2%. The latest WGRNXs front end load was 0% and the back end load was 0%. The Wintergreen (WGRNX) mutual fund falls under the world stock category. WGRNX focuses its investments in EU and USA and WGRNX is not affiliated with a particular industry or fund sector. The Wintergreen (WGRNX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find WGRNXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of WGRNXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund invests primarily in undervalued U.S. and foreign equity securities (see equity research). It may invest no less than approximately 50% of assets in securities of U.S. issuers. The funds diversified by issuer and industry, and seeks to reduce currency risk on its foreign investments by hedging its effective foreign currency exposure back into the U.S. dollar where practicable.

Management Analysis Update

Performance Analysis Update