WHG SmallCap Value
Fund Overview | Fund Performance | Fund Management | Fund Expenses
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| Fund Objective and Investment Philosophy |
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| The primary objective of the Fund is to seek long-term capital appreciation by investing at least 80% of net assets in equity securities of small-cap U.S. companies that have a market capitalization between $100 million and $2 billion at the time of purchase. |
| Investor Profile |
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| The Fund is suitable for investors seeking capital appreciation through investing in small-cap companies. |
| Trading Symbol |
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| WHGSX |
| Inception Date |
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| April 2, 2007 |
| Composition as of August 31, 2010 |
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| Top 10 Industries as of August 31, 2010 |
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| Top Holdings as of August 31, 2010 | Percentage of Portfolio Assets (Based on Market Value) |
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There is no guarantee as of the date of this material that the securities mentioned remain in or out of the portfolio. In addition to the normal risks associated with investing, investment in smaller companies typically exhibit higher volatility. Holdings subject to change.There is no guarantee as of the date of this material that the securities mentioned remain in or out of the portfolio. |
