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Definitions Alpha
Alpha is the excess return of the Fund relative to the return of
the benchmark indices. Simply stated, Alpha is often considered
to represent the value that a portfolio manager adds to or
subtracts from a fund's return.
Russell 1000 Index
The Russell 1000 Index measures the performance of the large-cap segment of the U.S. equity universe. It is a subset of the Russell 3000® Index and includes approximately 1,000 of the largest securities based on a combination of their market cap and current index membership. The Russell 1000 represents approximately 90% of the U.S. market.
The Russell 1000 Index is constructed to provide a comprehensive and unbiased barometer for the large-cap segment and is completely reconstituted annually to ensure new and growing equities are reflected.
Standard & Poors 500 Total Return Index
The S & P 500 Total Return Index is an unmanaged, market capitalization weighted index, consisting of the 500 largest U. S. industrial, financial, utility and transportation companies and represents approximately 75% of the total market capitalization of all U. S. companies traded in the equity market. The S & P 500 Total Return Index reflects the reinvestment of dividends, but does not reflect the deduction of any investment management fees, other expenses or taxes.
It is not possible to invest directly in an index. The Wall Street Fund, Inc. is distributed by
Quasar Distributors, LLC. Mutual fund
investing involves risk. Principal loss is possible |