Winslow Green Growth Inv

 (MUTF:WGGFX)   Watch this mutual fund  
Find more results for WGGFX

Performance

Trailing returns

1 day
   
-0.99%  
1 week   +0.86%
   
4 week
   
-2.83%  
3 month   +1.96%
   
YTD   +13.84%
   
1 year   +16.86%
   
3 years*   +2.91%
   
5 years*
   
-9.37%  
*annualized
Best 3 month return+43.86%  
Worst 3 month return-50.00%  

Morningstar statistics

Morningstar category: Small Growth
  Return Risk Rating
3 years Low Average
5 years Low High
10 years Below Average High
Overall Below Average High
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets160.40M 
Front load-  
Deferred load-  
Expense ratio1.46%  
Management fee-  
Fund familyWinslow Green Funds 

Asset allocation

Cash4.54%  
Stocks95.46%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$2,500  
Additional$50  
IRA Initial$2,000  
AIP Initial$1,000  
AIP Additional$50  
13.80-0.27(-1.92%)
Oct 19, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term capital growth. The fund is a growth equity fund. It invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of environmentally sustainable companies. Although the fund may invest in companies of any size capitalization, the fund intends to invest a significant portion of its assets in domestic small-capitalization companies (i.e., companies with a market capitalization below $2 billion) that, in the Adviser's view, represent attractive growth investment opportunities. The fund may invest up to 20% of assets in foreign securities, which may include emerging markets.
Fund filings (PDF) »
Asset managers:
David Powell (Started: Oct 1, 2011)
Karina Funk (Started: Oct 1, 2011)
Advisor Company:
Brown Advisory LLC
Fund family reports on Morningstar »
Winslow Green Funds, c/o U.S. Bancorp Fund Services, P.O. Box 701

Risk

  1 year 3 years 5 years 10 years  
Alpha* 1.98 -10.72 -7.60 -0.59
Beta* 0.79 1.24 1.41 1.44
Mean annual return 1.97 0.52 -0.31 0.95
R-squared* 76.65 79.98 80.36 64.82
Standard deviation 12.40 21.65 30.09 27.22
Sharpe ratio 1.90 0.28 -0.14 0.36
* Against standard index

Top 10 holdings

Security Net Assets  
Stericycle, Inc. (SRCL) 4.97%  
Middleby Corporation (MIDD) 4.85%  
Acuity Brands Inc (AYI) 4.55%  
Westinghouse Air Brake Technologies Corp (WAB) 4.50%  
Trimble Navigation Ltd. (TRMB) 4.31%  
Verisk Analytics, Inc. (VRSK) 4.31%  
LKQ Corporation (LKQ) 4.11%  
Clean Harbors, Inc. (CLH) 3.86%  
Pentair, Inc. (PNR) 3.55%  
Hexcel Corporation (HXL) 3.48%