| Exchange Hours | Website |
|---|---|
| 9:30 - 15:59 ET | www.westwoodfunds.com |
| Fund | Symbol | Investment Type |
Large Notify |
Initial Investment Minimum1 |
Load Type |
Share Class |
Transaction Fee |
|---|---|---|---|---|---|---|---|
| WHG INCOME OPPORTUNITY FUND INST'L CLASS | WHGIX | Mixed Investments | USD 1,000,000 | USD 5,000 | No Load | INSTITUTIONAL | Yes |
| WHG SMID CAP FUND | WHGMX | Equity | USD 1,000,000 | USD 5,000 | No Load | INSTITUTIONAL | Yes |
| WHG LARGECAP VALUE FUND | WHGLX | Equity | USD 1,000,000 | USD 5,000 | No Load | INSTITUTIONAL | Yes |
| WESTWOOD TOTAL RETURN FUND | WLVIX | Stock | USD 1,000,000 | USD 5,000 | No Load | INSTITUTIONAL | Yes |
| WHG SMALLCAP FUND | WHGSX | Equity | USD 1,000,000 | USD 5,000 | No Load | INSTITUTIONAL | Yes |
| WESTWOOD HIGH INCOME FUND | WHGHX | Bond | USD 1,000,000 | USD 5,000 | No Load | INSTITUTIONAL | Yes |
| WESTWOOD GLOBAL EQUITY FUND | WWGEX | Stock | USD 1,000,000 | USD 5,000 | No Load | INSTITUTIONAL | Yes |
| WESTWOOD ALTERNATIVE INCOME INST | WMNIX | Alternatives | USD 3,000,000 | USD 100,000 | No Load | INSTITUTIONAL | Yes |
| WESTWOOD MLP AND STRATEGIC ENERGY FUND | WMLPX | N/A | USD 1,000,000 | USD 5,000 | No Load | INSTITUTIONAL | Yes |
| WESTWOOD OPPORTUNISTIC HIGH YIELD FUND | WWHYX | Bond | USD 1,000,000 | USD 5,000 | No Load | INSTITUTIONAL | Yes |
| THE ADVISORS' INNER CIRCLE FUND WESTWOOD SMIDCAP PLUS FUND | WHGPX | N/A | USD 1,000,000 | USD 5,000 | No Load | INSTITUTIONAL | Yes |
Notes: