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, 2009

Fund Expense Ratios

New Account Application

A Share Prospectus 3.09

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, 2009

Quarterly Reports

Balanced Fact Sheet

LargeCap Val Fact Sheet

SMidCap Fact Sheet

Income Opp Fact Sheet

SmallCap Value Fact Sheet

12.09 Balanced Holdings

12.09 Inc Opp Holdings

12.09 LargeCap Holdings

12.09 SmallCap Holdings

12.09 SMidCap Holdings

Market Commentary

Westwood Perspectives

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March 10, 2010