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WHG Funds

Fund Family Name Fund Name CUSIP Symbol   Morningstar Prospectus Objective  Min Initial Purchase  Min Subsequent Purchase  Min IRA Purchase Expense Ratio 12b-1 Sales Charge Available to New Shareholders Available to Existing Shareholders Exchange In Eligible Foreign Purchase Eligible
WHG Funds WHG BALANCED FUND INSTITUTIONAL CL 0075W0692 WHGBX Mutual Fund   Growth and Income  $           5000  $             -  $           5000 1 0 None No Yes 0 Y
WHG Funds WHG INCOME OPPORT FUND INSTL CL 0075W0775 WHGIX Mutual Fund   Income  $           100000  $             -  $           5000 1 0 None No Yes 0 Y
WHG Funds WHG INCOME OPPORTUNITY CL A 0075W0643 WWIAX Mutual Fund   Income  $           5000  $             -  $           5000 1.25 0.25 5.00 Yes Yes 0 Y
WHG Funds WHG LARGE CAP VALUE FUND CL A 0075W0635 WWLAX Mutual Fund   Growth  $           5000  $             -  $           5000 1.25 0.25 5.00 Yes Yes 0 Y
WHG Funds WHG LARGECAP VALUE FUND INSTITL CL 0075W0734 WHGLX Mutual Fund   Growth  $           100000  $             -  $           5000 1 0 None No Yes 0 Y
WHG Funds WHG SMALL CAP VALUE FD INSTL CL SH 0075W0726 WHGSX Mutual Fund   Growth  $           5000  $             -  $           5000 1.25 0 None No Yes 0 Y
WHG Funds WHG SMID CAP FUND INSTL CL 0075W0767 WHGMX Mutual Fund   Growth  $           5000  $             -  $           5000 1.25 0 None No Yes 0 Y



 








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