Winslow Green Solutions
P.O. Box 446 Portland, ME 04112
Map
Phone: 888-314-9049
| Category: | Mid-Cap Growth | | Fund Family: | Winslow Green Funds | | Net Assets: | 14.46M | | Year-to-Date Return: | -53.49% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Nov-07 |
|
Matthew W. Patsky
Lead Manager since
01-Nov-07 | | | Before joining Winslow as a portfolio manager, Patsky served as director of Equity Research for Boston-based Adams, Harkness & Hill. Directing the firms Research Department, he supervised 21 research analysts focused on emerging growth technology, healthcare and consumer companies. Patsky is widely considered to be an expert on the natural products industry. He is recognized as the individual responsible for the development of the Healthy Living investment theme and selecting the group of companies. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks capital appreciation through investing in companies providing green solutions. The fund normally invests substantially all of assets in equity securities of companies that provide green solutions. It invests globally in companies of varying sizes that the adviser believes are reasonably priced and exhibit the potential for superior growth. The Fund ordinarily concentrates in companies with market capitalizations between $1 billion and $10 billion. It may invest up to 50% of assets in foreign issuers, predominantly located in developed countries such as Japan and members of the European Union. |
| Last Dividend
(31-Dec-07):
| 0.04 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 19.00% | | Average for Category:
| 118.51% |
|
| Expense | WGSLX | Category
Avg | | Total Expense Ratio: | 1.45%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.36% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$553 | $697 | | 5 Yr Expense Projection*: |
$985 | $1,075 | | 10 Yr Expense Projection*: |
$2,186 | $2,114 |
|
|
0.31% Nasdaq 0.00%
0.07 (1.41%) 
Profile
