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Re: Wintergreen Fund (WGRNX) pining4Lenore  06-23-2008, 3:58 PM | Post #2531683
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I am one of the "outflows" too.    I will take the blame: was reading too much in the glowing tributes from Winters' interviewers (e.g. Kiplinger, Barrons, et al).   I did not expect Winter's fund to be as volatile as it has become.  Figured the "margin of error" for this value investor would have provided more of a cushion in a down market.

Was disappointed, so took my loss for tax purposes and moved on.  I too, am waiting for GLBLX.

fyi, a good "go-anywhere" asset allocation fund which you might want to consider is WASCX.  Looking at their chart for the past 6-9  months, it appears they have successfully hedged risk during this down market cycle. The fund has been bobbing around a tight range.  Its down about 1.5% YTD (stellar vs. Winters)  I own a tad, and am DCA'ing over time.

The managers have a good track record. 

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p.s. - before someone blasts me for chasing performance by ditching WGRNX,  I would point out that its not "chasing" performance if you discard a poor fund, only if you add a hot fund.

 

Topics asset allocation chart ing managers YTD View Complete Thread
 
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