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Diversified Growth-Oriented Fund
| The Wall Street Fund, symbol "WALLX" on NASDAQ, was launched on December 23, 1945. The Fund's current principal portfolio manager is Robert P. Morse who has more than 30 years of investment experience and who has managed The Wall
Street Fund for over 19 years. James L. Farrell, Jr., Ph.D., Jian H. Wang and
William D. Pettit also assist in managing the Fund. Mr. Morse, and the other officers and directors of The Wall Street Fund, are
significant shareholders in the Fund. The Fund's Advisor
and Distributor is Wall Street Management Corporation, a
wholly owned subsidiary of Morse,
Williams & Company, Inc.
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Investment Objectives and Strategies
Capital Appreciation |
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The Wall Street Fund's primary investment objective is
capital appreciation, through investments in a
diversified portfolio of common stocks, which offer
prospects of sustained growth in value. Current
income from interest or dividends is a secondary
objective. Large, medium and small capitalization growth
stocks are selected, based on an analysis of a company's growth prospects, financial ratios, past and expected future performance and the quality of corporate management.
Our proprietary Alpha tools focus the investment process
on good companies that are experiencing positive
fundamental and sustainable changes that will benefit
investors.
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Performance
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Data as of
June 30, 2008
Average
Annual Total Returns (%) |
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Year to Date |
1 Yr. |
5
Yr. |
10
Yr. |
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The Fund |
- 9.54% |
- 4.85% |
9.48% |
6.07% |
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Russell 1000
Growth Index* |
-9.06% |
-5.96% |
7.32% |
0.96% |
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Russell 3000
Growth Index* |
-9.04% |
-6.38% |
7.56% |
1.08% |
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Fund Expense
Ratio 1.61%
For the most recent monthly returns, please telephone
the Fund at 1-800-443-4693 |
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* See Fund Performance for explanation of returns. Past
performance may not be indicative of future performance and current
performance could be better or worse than past performance. See the
Prospectus for the Fund's investment
objectives, risks, fees and expenses. |
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Minimum Initial Investment
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| The minimum initial
investment is $1,000 for regular accounts
(including IRA accounts), Automatic Investment Plans, and Coverdell Education and Savings Accounts.
While the Fund pays investment advisory and shareholder
servicing fees, there are no sales, redemption or 12b-1
distribution charges. |
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E-mail mrl@thewallstreetfund.com
