Westwood Quality SmallCap Fund Inst (WHGSX)

Min Initial Investment

1,000

Min Initial Investment, IRA

10

Min Initial Investment, AIP

10

Min Subsequent Investment

1,000

Min Subsequent Investment, IRA

--

Min Subsequent Investment, AIP

1

• Cetera Advisors LLC
• Cetera Advisor Networks LLC
• Comerica Bank
• E TRADE Financial
• American Trust Custody
• Pershing FundCenter
• Schwab Institutional
• Shareholders Services Group
• JPMorgan
• Merrill Lynch
• Vanguard
• TD Ameritrade Trust Company
• (Junk)CommonWealth PPS
• LPL SAM Eligible
• Fidelity Retail FundsNetwork
• Fidelity Institutional FundsNetwork
• Fidelity Institutional FundsNetwork-NTF
• Cetera Advisors LLC – PAM, PRIME, Premier, mAA Advisor
• Cetera Wealth Services LLC – PAM, PRIME, Premier, mAA Advisor
• RBC Wealth Management-Advisory Eligible
• ETrade No Load Fee
• Raymond James
• Raymond James WRAP Eligible
• Bear Stearns No-Load Transaction Fee
• Commonwealth Universe
• RBC Wealth Management-Network Eligible
• DailyAccess Corporation RTC
• DailyAccess Corporation FRIAG
• Sterne, Agee & Leach, Inc.,
• Ameritas NTFN
• Scottrade TF
• Morgan Stanley Select UMA
• Matrix Financial Solutions
• Trade PMR Transaction Fee
• TD Ameritrade Retail
• TD Ameritrade Institutional
• Met Life Resources MFSP Alliance List
• Mid Atlantic Capital Group
• Securities America Advisors
• Bear Stearns
• JP MORGAN NO-LOAD TRANSACTION FEE
• TD Ameritrade Retail NTF
• TD Ameritrade Institutional NTF
• ADP Access Open Fund Architecture
• DailyAccess Corporation Mid-Atlantic
• RBC Wealth Management-Wrap Eligible
• Securities America Inc.
• Vanguard TF
• DailyAccess Corporation Matrix
• Cetera Financial Specialist LLC – Premier, mAA Advisor
• LPL SWM
• Schwab Advisor Services All Funds Available
• Schwab Retirement Only
• Schwab Advisor Services Mutual Fund OneSource & Other NTF Funds
• Pershing Retirement Plan Network
• Kestra Financial
• Commonwealth (PPS Access Program)
• Commonwealth (NTF - PPS/Advisory)
• Commonwealth (PPS/Advisory)
• ADP Advisor Access Tier 2
• LPL Brokerage Availability
• Pruco Securities LLC -PruChoice Mutual Funds
• Pruco Securities LLC -PruUMA’s Mutual Funds
• Avantax
• Allowab (non-advisory)
• Mid Atlantic Clearing and Settlement
• Schwab Advisor Services Transaction-Fee Funds
• Schwab (Non Transaction Fee)
• Schwab Advisor Services Institutional Share Class Funds
• Schwab Advisor Services Load-Waived Funds
• Schwab Advisor Services Funds for Transfer, Custody and Redemption Only

The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap companies. The manager considers small-cap companies to be those companies within the market capitalization range of the Russell 2000® Index at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks, but may also include shares of exchange-traded funds ("ETFs"), real estate investment trusts and master limited partnerships.