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OPEN AN ACCOUNT : RETIREMENT ACCOUNTS
- Read carefully the Funds prospectus and retirement plan disclosure statement, which contain more complete information about the Funds retirement plans, including charges, expenses and risks. Please determine whether the Funds are appropriate for you, given your investment goals and risk tolerance.
- Call 888-593-7878 (toll-free) to receive any additional documents and application forms you may need for the type of retirement account you want to open.
- The minimum initial investment for Traditional, Roth, and SEP IRA's are summarized below:
Westport Fund Class I: $250,000
Westport Fund Class R: $2,000
Westport Select Cap Fund Class I: $250,000
Westport Select Cap Fund Class R: $2,000
 Download IRA Custodial Agreement and Disclosure Statement
Download The Westport FundsTraditional and Roth IRA Application
Download The Westport Funds IRA Transfer Form
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