Historical-information disclaimer
The archive publishes historical information and general education about a mutual fund that operated from 1945 to 2014 and about its successor. Content is offered as a matter of record and scholarship. Readers making financial decisions should rely on current official documents and licensed professionals. Historical performance figures describe the historical fund under its adviser of the period and are presented with source, period, fee treatment and reinvestment assumption.
Independence statement
Independent Financial History Study and Journalism publishes this archive independently. The full statement appears on the independence page.
Copyright and contact process
Original text, design, typography, diagrams and data structures on this site are the publisher’s work. Federal Register pages and statutes are works of the United States Government in the public domain. SEC filings are public records excerpted briefly for scholarship and commentary and linked at their original address. Rights-holders who believe material has been reproduced beyond these bounds may write to archive@thewallstreetfund.com with the URL, the material at issue and the basis of the claim; the editor acknowledges such messages promptly and removes or amends material where the claim is substantiated.
Third-party names and marks
Names of funds, trusts, advisers, banks, law firms and other organizations appear in the archive as historical and current references, in text only, to identify the subjects of the record. Each belongs to its respective owner. Their appearance describes history; each owner remains entirely separate from this archive and its publisher, and the archive speaks only for itself.
Accessibility
The archive is built to WCAG 2.2 AA. Readers who encounter a barrier are invited to describe it through the contact page so it can be corrected.