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How much must I invest?
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 is no-load (i.e. there are no sales, redemption or 12b-1 distribution charges) management fees and other expenses will apply. Please refer to the Prospectus for further details.
** Automatic Investment Plans do not assure a profit or protect against a loss in
declining markets.
What Plans does the Fund offer?
In addition to regular accounts and automatic investment plans**,
the Fund offers Traditional, Roth, SEP Plan, and SIMPLE Plan IRAs,
IRA Rollovers and Coverdell Education Savings Accounts.
** Automatic Investment Plans do not assure a profit or protect against a loss in
declining markets.
Where is The Wall Street Fund quoted?
The symbol for The Wall Street Fund is WALLX. The Fund is
quoted on all of the financial sites on the internet, including
www.morningstar.com and
by brokers dealers listed above. it is also listed in the Barrons
- Lipper Mutual Fund Quarterly.
How does The Wall Street Fund vote its
proxies?
See Proxy and
Corporate Action Voting Policies and Procedures and
Proxy Voting Guidelines.
How can I obtain information on my account?
You may contact your broker by telephone or fax, or on-line via the internet if your broker offers such service. Depending on the networking system used by your broker,
you may be able to obtain account information on-line. If you
purchased your shares directly from the fund, you can obtain
information by telephone from the Fund's transfer agent. Appropriate instructions on ID numbers and Passwords will be sent to you.
What Privacy Protection will I have?
At The Wall Street Fund we recognize and
respect the privacy of each of our investors and their
expectations for confidentiality.
The protection of investor information is of fundamental
importance in our operation and we take seriously our
responsibility to protect personal information. We collect, retain and use information that assists us in
providing the best service possible.
This information comes from the following sources: (1)
Account applications and other required forms, (2) Written, oral,
electronic or telephonic communications, and (3) Transaction
history from your account.
We only disclose personal nonpublic information
to third parties as necessary and as permitted by law.
We restrict access to personal nonpublic information to
employees, affiliates and service providers involved in servicing
your account. We
require that these entities limit the use of the information
provided to the purposes for which it was disclosed and as
permitted by law. We maintain physical, electronic and procedural safeguards
that comply with Federal standards to guard nonpublic personal
information of our customers.
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