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Home | News | 2015 | David Winters appeared on Consuelo Mack WealthTrack

For the period ending December 31, 2018, the Fund's 1-year, 5-year, 10-year, and since inception (10/17/05) average annual returns for the Investor Class were -20.18%, -2.34%, 6.08%, and 3.81%, respectively, and the 1-year, 5-year, and since inception (12/30/11) average annual return for the Institutional Class were -19.92%, -2.10%, and 1.82%, respectively. Performance data quoted represents past performance and is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. Investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than original cost. Shares redeemed within 60 days of purchase are subject to a 2.00% redemption fee. As stated in the current prospectus, the Fund's total annual operating expense ratio for Investor Class shares (WGRNX) is 1.95%, and Institutional Class shares (WGRIX) is 1.70%. Click here to view the Fund's most recent month-end performance data.

David Winters appeared on Consuelo Mack WealthTrack

July 3, 2015

As investors move in droves to passive, low-cost index funds, veteran money manager David Winters discusses why he thinks index funds are a dangerous market mania, akin to other market bubbles.

Morningstars Fund Manager of the Year Nomination selection criteria for 2010 and 2011: Many (managers) have the various qualities we demand from our fund Manager of the Year nominees, including long-term records of superior performance, commitments to sound and distinctive strategies, and other strengths.

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The article excerpts and hyperlinks reference individual securities that may or may not currently be held by the Fund. Click here to view a recent listing of the Fund's top 10 holdings. The S&P 500 Index is a broad-based, unmanaged measurement of changes in stock market conditions based on the average of 500 widely held common stocks. One cannot invest directly in an index.

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