Resource Page

How Do I Invest?

You may purchase shares of the WHG Funds directly, or through an authorized broker or investment adviser. The minimum investment for each of the Funds is $5,000.

To view and download the latest Prospectus and application materials, please click on the name of the item below.

For Fund expense information, please refer to the Total Annual Operating Expense Sheet below.




Fund Literature

Prospectus-March 1, 2008

Total Ann Operating Expen

New Account Application

A Share Prospectus 3.08

IRA Application

A Share Application

IRA Custodial Agreement

IRA Application - A Share

IRA Asset Transfer Form

Annual Report

Semi Annual Report

Privacy Policy

Distribution History

SAI - March 1, 2008

Quarterly Reports

Balanced Fact Sheet

LargeCap Val Fact Sheet

SMidCap Fact Sheet

Income Opp Fact Sheet

SmallCap Value Fact Sheet

Jul 08 Balanced Holdings

Jul 08 Inc Opp Holdings

Jul 08 LargeCap Holdings

Jul 08 SmallCap Holdings

Jul 08 SMidCap Holdings

To view PDF files, you will need to download Adobe Acrobat Reader viewer by clicking here






Privacy Statement | Prospectus | Quarterly Performance

Copyright 2008 WHG Funds


Home
About Us
Fund Family Overview
Fund Performance
Resource Page
Contact Us
 
November 20, 2008