About The
Wall Street 
Fund
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Fund
Performance
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Definitions

  Buying The Fund

 

Where is the Fund offered?

The Wall Street Fund offers its shares in all 50 United States, Puerto Rico and Washington, DC.

How can I buy shares of the Fund?

You can buy shares of the Fund through a number of brokers, such as Pershing, LLC, Pershing Advisor Solutions LLC, T. D. Ameritrade, Inc., Charles Schwab & Co., Inc. (Institutional), Scottrade, Inc., Fidelity Investments - Funds Network, and UBS Financial Services, Inc., or directly from the Fund through U.S. Bancorp Fund Services, LLC Tel. 1-800-443-4693.

You may also download the Prospectus & ApplicationS which are forms that are fillable online. Then please print and sign the completed form and mail it along with your payment to U.S. Bancorp Fund Services, LLC at the address on the first page of the application.

See Statement of Additional Information ("SAI") for more information on the Fund.

For IRA and Coverdell Education Savings accounts you will need the applications of forms from the IRA Booklet which also contains the Disclosure Statements and Custodial Account Agreements. To receive an IRA Booklet, please complete the form in the Prospectus, Application & IRA booklet section, or telephone us at (212) 856-8250 or 1-800-443-4693.


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.

The Wall Street Fund, Inc. is distributed by Quasar Distributors, LLC.

Mutual fund investing involves risk. Principal loss is possible. The Fund may invest in smaller companies, which involves additional risks such as limited liquidity and greater volatility than large capitalization companies. The Fund may invest in foreign securities which involve political, economic and currency risks, greater volatility and differences in accounting methods.


[ About The Wall Street Fund ] [ The Managers ] [ Fund Performance ] [ Portfolio Holdings ]
[ Prospectus Application & IRA Booklet ] [ IRA Information ] [ Buying The Fund ] [ More Information ]
[ Definitions ]

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