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

WHG Balanced Fund

WHG Income Opportunity

WHG Income Opportunity
Class A

WHG LargeCap Value

WHG LargeCap Value
Class A

WHG SmallCap Value

WHG SMidCap

Fund Literature

Prospectus
March 1, 2010

SAI
March 1, 2010

Fund Expense Ratios

A Share Prospectus
March 1, 2010

Semi Annual Report

Annual Report

New Account Application

A Share Application

IRA Application

IRA Custodial Agreement

IRA Application - A Share

IRA Asset Transfer Form

Privacy Policy

Distribution History

Quarterly Reports

Balanced Fact Sheet

LargeCap Val Fact Sheet

SMidCap Fact Sheet

Income Opp Fact Sheet

SmallCap Value Fact Sheet

6.2010 Balanced Holdings

6.2010 Inc Opp Holdings

6.2010 LargeCap Holdings

6.2010 SmallCap Holdings

6.2010 SMidCap Holdings

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July 31, 2010