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.
Summary Prospectus
Short Duration High Yield
WHGHX
Dividend Growth
WHGDX
Balanced Fund
WHGBX
Income Opportunity
WHGIX Institutional
Income Opportunity
WWIAX Class A
Large Cap Value
WHGLX Institutional
Large Cap Value
WWLAX Class A
Small Cap Value
WHGSX
SMidCap Plus
WHGPX
SMidCap
WHGMX
Fund Literature
SAI
March 1, 2011
WHG Dividend Growth SAI
October 28, 2011
WHG Dividend Growth Prosp
October 28, 2011
WHG SMidCap Plus Prosp
March 28, 2011
WHG SMidCap Plus SAI
March 28, 2011
Quarterly Reports - 12/31
Commentaries - 12/31
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