Who should invest?
| The Westport Funds may be appropriate for you if: |
 |
you prefer a value approach to equity investing. |
|
you have a long-term capital appreciation investment goal; or |
|
you wish to add diversification to a portfolio invested primarily
in growth stocks. |
|
 |
| Investment Minimums |
Initial |
Additional |
Regular Class R Accounts:
Westport Select Cap Fund
Westport Fund |
$5,000
$2,500
|
No minimum
|
Regular Class I Accounts |
$250,000 |
No minimum |
Traditional IRAs |
$2,000 |
No minimum |
Coverdell Education Savings Account |
$2,000 |
No minimum |
Roth IRAs |
$2,000 |
No minimum |
SEP-IRAs |
$2,000 |
No minimum |
Gifts to Minors |
$1,000 |
No minimum |
Automatic Investment Plans |
$1,000 |
$100 |
|
The Adviser reserves the right to change the minimum amounts for initial and/or subsequent investments, and may also set different investment minimums for financial intermediaries buying shares.
|
