Wall Street
441 Lexington Avenue 17th Floor New York NY 10169-1308
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Phone: 800-443-4693
| Category: | Large Growth | | Fund Family: | Wall Street | | Net Assets: | 11.89M | | Year-to-Date Return: | 29.88% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-46 |
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Robert Morse
Lead Manager since
01-Jan-84 | | | Morse is a co-founder of Morse, Williams & Co., Inc., an investment adviser established in 1981 and an affiliate of WSMC. In addition to his responsibilities as President and portfolio manager, he serves as the Firm's chief investment strategist. Prior to founding Morse, Williams & Company, Morse was a partner at William G. Campbell & Co. and a divisional vice-president at American Express. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks growth of capital, income is secondary. The fund invests in a diversified portfolio of common stocks considered by Wall Street Management Corporation to offer prospects of sustained growth in value. It may also hold convertible securities, preferred stocks, U.S. government securities, corporate bonds and foreign securities as deemed appropriate by the Adviser. |
| Last Dividend
(19-Sep-01):
| 0.08 | | Last Cap Gain
(20-May-08):
| 0.06 | | Annual Holdings Turnover
| 58.78% | | Average for Category:
| 112.30% |
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| Expense | WALLX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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0.20% Nasdaq 
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