OPEN AN ACCOUNT : REGULAR ACCOUNTS

  1. Read carefully the prospectus, which contains more complete information about the Funds, including charges, expenses and risks. Please determine whether the Funds are appropriate for you, given your investment goals and risk tolerance.
  2. Download the online application, and send it with your check in an envelope.
  3. The minimum initial investment amounts are summarized below:
    Westport Fund Class I: $250,000
    Westport Fund Class R: $2,500
    ($1,000 for Uniform Gift/Transfers to Minor’s Account and an Automatic Investment Program)
    Westport Select Cap Fund Class I: $250,000
    Westport Select Cap Fund Class R: $5,000
    ($1,000 for Uniform Gift/Transfers to Minor’s Account and an Automatic Investment Program)




    Download Westport Funds Account Application
    Download Prospectus

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The Westport Funds are distributed by UMB Distribution Services, LLC
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