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Full text of "The Genetical Theory Of Natural Selection"

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BY THE SAME AUTHOR 

STATISTICAL METHODS 

FOR RESEARCH WORKERS 

Third Edition, 1930. Oliver and 

Boyd, Edinburgh 



THE 

GENETICAL THEORY OF 
NATURAL SELECTION 



OXFORD UNIVERSITY PRESS 
AMEN HOUSE, E.G. 4 

LONDON EDINBURGH GLASGOW 

LEIPZIG NEW YORK TORONTO 

MELBOURNE CAPETOWN BOMBAY 

CALCUTTA MADRAS SHANGHAI 

HUMPHREY MILFORD 

PUBLISHER TO THE 
UNIVERSITY 




PLATE I. MODELS AND MIMICS IN AUSTRALIAN (Figs. 1-3) AND 
TROPICAL AMERICAN (Figs. 4-7) INSECTS 



For description of the frontispiece see p. xiii 



THE 

GENETICAL THEORY OF 
NATURAL SELECTION 

BY 
R. A. FISHER, Sc.D., F.R.S. 



OXFORD 

AT THE CLARENDON PRESS 
193O 



Printed in Great Britain 



TO 

MAJOR LEONARD DARWIN 

In gratitude for the encouragement, 

given to the author, during the last 

fifteen years, by discussing many 

of the problems dealt with 

in this book 



PEEFACE 

NATURAL Selection is not Evolution. Yet, ever since the two 
words have been in common use, the theory of Natural Selection 
has been employed as a convenient abbreviation for the theory of 
Evolution by means of Natural Selection, put forward by Darwin 
and Wallace. This has had the unfortunate consequence that the 
theory of Natural Selection itself has scarcely ever, if ever, received 
separate consideration. To draw a physical analogy, the laws of con- 
duction of heat in solids might be deduced from the principles of 
statistical mechanics, yet it would have been an unfortunate limita- 
tion, involving probably a great deal of confusion, if statistical 
mechanics had only received consideration in connexion with the 
conduction of heat. In this case it is clear that the particular physical 
phenomena examined are of little theoretical interest compared to 
the principle by which they can be elucidated. The overwhelming 
importance of evolution to the biological sciences partly explains 
why the theory of Natural Selection should have been so fully identi- 
fied with its role as an evolutionary agency, as to have suffered neglect 
as an independent principle worthy of scientific study. 

The other biological theories which have been put forward, either 
as auxiliaries, or as the sole means of organic evolution, are not quite 
in the same position. For advocates of Natural Selection have not 
failed to point out, what was evidently the chief attraction of the 
theory to Darwin and Wallace, that it proposes to give an account 
of the means of modification in the organic world by reference only 
to * known ', or independently demonstrable, causes. The alternative 
theories of modification rely, avowedly, on hypothetical properties 
of living matter which are inferred from the facts of evolution them- 
selves. Yet, although this distinction has often been made clear, its 
logical cogency could never be fully developed in the absence of a 
separate investigation of the independently demonstrable modes of 
causation which are claimed as its basis. The present book, with all 
the limitations of a first attempt, is at least an attempt to consider 
the theory of Natural Selection on its own merits. 

When the theory was first put forward, by far the vaguest element 
in its composition was the principle of inheritance. No man of learn- 
ing or experience could deny this principle, yet, at the time, no 
approach could be given to an exact account of its working. That an 

3653 



viii PREFACE 

independent study of Natural Selection is now possible is principally 
due to the great advance which our generation has seen in the science 
of genetics. It deserves notice that the first decisive experiments, 
which opened out in biology this field of exact study, were due to 
a young mathematician, Gregor Mendel, whose statistical interests 
extended to the physical and biological sciences. It is well known 
that his experiments were ignored, to his intense disappointment, 
and it is to be presumed that they were never brought under the 
notice of any man whose training qualified him to appreciate their 
importance. It is no less remarkable that when, in 1900, the genetic 
facts had been rediscovered by De Vries, Tschermak, and Correns, and 
the importance of Mendel's work was at last recognized, the principal 
opposition should have been encountered from the small group of 
mathematical statisticians then engaged in the study of heredity. 

The types of mind which result from training in mathematics and 
in biology certainly differ profoundly; but the difference does not 
seem to lie in the intellectual faculty. It would certainly be a mistake 
to say that the manipulation of mathematical symbols requires more 
intellect than original thought in biology ; on the contrary, it seems 
much more comparable to the manipulation of the microscope and 
its appurtenances of stains and fixatives ; whilst original thought in 
both spheres represents very similar activities of an identical faculty. 
This accords with the view that the intelligence, properly speaking, 
is little influenced by the effects of training. What is profoundly 
susceptible of training is the imagination, and mathematicians and 
biologists seem to differ enormously in the manner in which their 
imaginations are employed. Most biologists will probably feel that 
this advantage is all on their side. They are introduced early to the 
immense variety of living things ; their first dissections, even if only 
of the frog or dog fish, open up vistas of amazing complexity and 
interest, at the time when the mathematician seems to be dealing 
only with the barest abstractions, with lines and points, infinitely 
thin laminae, and masses concentrated at ideal centres of gravity. 
Perhaps I can best make clear that the mathematician's imagination 
also has been trained to some advantage, by quoting a remark 
dropped casually by Eddington in a recent book 

* We need scarcely add that the contemplation in natural science of a 

wider domain than the actual leads to a far better understanding of the 

actual.* (p. 267, The Nature of the Physical World.) 



PREFACE ix 

For a mathematician the statement is almost a truism. From a 
biologist, speaking of his own subject, it would suggest an extra- 
ordinarily wide outlook. No practical biologist interested in 
sexual reproduction would be led to work out the detailed con- 
sequences experienced by organisms having three or more sexes; 
yet what else should he do if he wishes to understand why the sexes 
are, in fact, always two ? The ordinary mathematical procedure in 
dealing with any actual problem is, after abstracting what are 
believed to be the essential elements of the problem, to consider it 
as one of a system of possibilities infinitely wider than the actual, 
the essential relations of which may be apprehended by generalized 
reasoning, and subsumed in general formulae, which may be applied 
at will to any particular case considered. Even the word possibilities 
in this statement unduly limits the scope of the practical procedures 
in which he is trained ; for he is early made familiar with the advan- 
tages of imaginary solutions, and can most readily think of a wave, or 
an alternating current, in terms of the square root of minus one. 
The most serious difficulty to intellectual co-operation would seem 
to be removed if it were clearly and universally recognized that the 
essential difference lies, not in intellectual methods, and still less 
in intellectual ability, but in an enormous and specialized extension 
of the imaginative faculty, which each has experienced in relation 
to the needs of his special subject. I can imagine no more beneficial 
change in scientific education than that which would allow each to 
appreciate something of the imaginative grandeur of the realms of 
thought explored by the other. 

In the future, the revolutionary effect of Mendelisin will be seen 
to flow from the particulate character of the hereditary elements. 
On this fact a rational theory of Natural Selection can be based, and 
it is, therefore, of enormous importance. The merit for this discovery 
must mainly rest with Mendel, whilst among our countrymen, Bateson 
played the leading part in its early advocacy. Unfortunately he was 
unprepared to recognize the mathematical or statistical aspects of 
biology, and from this and other causes he was not only incapable 
of framing an evolutionary theory himself, but entirely failed to see 
how Mendelism supplied the missing parts of the structure first 
erected by Darwin. His interpretation of Mendelian facts was from 
the first too exclusively coloured by his earlier belief in the dis- 
continuous origin of specific forms. Though his influence upon 



x PREFACE 

evolutionary theory was thus chiefly retrogressive, the mighty body 
of Mendelian researches throughout the world has evidently out- 
grown the fallacies with which it was at first fostered. As a pioneer of 
genetics he has done more than enough to expiate the rash polemics 
of his early writings. 

To treat Natural Selection as an agency based independently on 
its own foundations is not to mimimize its importance in the theory 
of evolution. On the contrary, as soon as we require to form opinions 
by other means than by comparison and analogy, such an indepen- 
dent deductive basis becomes a necessity. This necessity is particu- 
larly to be noted for mankind ; since we have some knowledge of the 
structure of society, of human motives, and of the vital statistics of 
this species, the use of the deductive method can supply a more 
intimate knowledge of the evolutionary processes than is elsewhere 
possible. In addition it will be of importance for our subject to call 
attention to several consequences of the principle of Natural Selection 
which, since they do not consist in the adaptive modification of specific 
forms, have necessarily escaped attention. The genetic phenomena of 
dominance and linkage seem to offer examples of this class, the future 
investigation of which may add greatly to the scope of our subject. 

No efforts of mine could avail to make the book easy reading. 
I have endeavoured to assist the reader by giving short summaries 
at the ends of all chapters, except Chapter IV, which is summarized 
conjointly with Chapter V. Those who prefer to do so may regard 
Chapter IV as a mathematical appendix to the corresponding part 
of the summary. The deductions respecting Man are strictly in- 
separable from the more general chapters, but have been placed 
together in a group commencing with Chapter VIII. I believe no 
one will be surprised that a large number of the points considered 
demand a far fuller, more rigorous, and more comprehensive treat- 
ment. It seems impossible that full justice should be done to the 
subject in this way, until there is built up a tradition of mathematical 
work devoted to biological problems, comparable to the researches 
upon which a mathematical physicist can draw in the resolution of 
special difficulties. 

R. A. F. 
BOTHAMSTED, June 1929. 



CONTENTS 

List of Illustrations ...... xiii 

I. The Nature of Inheritance 1 

The consequences of the blending theory, as drawn by Darwin. 
Difficulties felt by Darwin. Parfciculate inheritance. Conservation of 
the variance. Theories of evolution worked by mutations. Is all 
inheritance particulate ? Nature and frequency of observed mutations. 

[IJThe Fundamental Theorem of Natural Selection . . 22 
The life table and the table of reproduction. The Malthusian para- 
meter of population increase. Reproductive value. The genetic 
element in variance. Natural Selection. The nature of adaptation. 
Deterioration of the environment. Changes in population. Summary. 

III. The Evolution of Dominance ..... 48 

The dominance of wild genes. Modification of the effects of Mendelian 
factors. Modifications of the heterozygote. Special applications of 
the theory. The process of modification. Inferences from the theory 
of the evolution of dominance. Summary. 

IV J Variation as determined by Mutation and Selection . 70 
The measurement of gene frequency. The chance of survival of an 
individual gene; relation to Poisson series. Low mutation rates of 
beneficial mutations. Single origins not improbable. Distribution of 
gene ratios in factors contributing to the variance. Slight effects 
of random survival. The number of the factors contributing to the 
variance. 

^ 

V.y Variation &c. (continued) ..... 97 
The observed connexion between variability and abundance. Stable 
gene ratios. Equilibrium involving two factors. Simple metrical 
characters. Meristic characters. Biometrical effects of recent 
selection. Summary. 

VI. Sexual Reproduction and Sexual Selection . .121 

The contrast between sexual and asexual reproduction. The nature 
of species. Fission of species. Sexual preference. Sexual selection. 
Sex limitation of modifications. Natural Selection and the sex ratio. 
Summary. 

. Mimicry 146 

The relation of mimicry theory to the parent theory of Natural 
Selection. Theories of Bates and Muller. Supposed statistical limita- 
tion of Miillerian theory. Observational basis of mimicry theory. 
The evolution of distastefulness. The theory of saltations. Stability 
of the gene-ratio. Summary. 



xii CONTENTS 

VIII. Man and Society 170 

On Man, prominence of preliminary studies. The decay of civiliza- 
tions. Sociological views. Insect communities. Summary. 

IX.) The Inheritance of Human Fertility . . . .188 
^ y The great variability of human reproduction. The mental and moral 
qualities determining reproduction. Direct evidence of the inheritance 
of fertility. The evolution of the conscience respecting voluntary re- 
production. Analogies of animal instinct and immunity to disease. 
Summary. 

X. Reproduction in relation to Social Class . . . 210 

Economic and biological aspects of class distinctions. Defects of 
current data. Early investigations. British data. Position in the 
U.S.A. Effects of differential fertility. Summary. 

XI. Social Selection of Fertility 228 

History of the theory. Infertility in all classes, irrespective of its 
cause, gains social promotion. Selection the predominant cause of the 
inverted birth-rate. The decay of ruling classes. Contrast with 
barbarian societies. Heroism and the higher human faculties. The 
place of social class in human evolution. Analogy of parasitism 
among ants. Summary. 

XII. Conditions of Permanent Civilization . . . 256 

Apology. A permanent civilization not necessarily unprogressive. 
Redistribution of births. Social promotion of fertility. Inadequacy of 
French system. Problem of existing populations. Summary. 

Works Cited 266 

Index 269 



DESCRIPTION OF COLOURED PLATES 
PLATE I 

Frontispiece 
All the figures are of the natural size. 

FIG. 1. Abispa (Monerebia) ephippium, Fab., a common member of the 
predominant group of Australian wasps, characterized by a dark 
brownish- orange ground-colour and the great size and reduced number 
of the black markings. They are mimicked by many other insects of 
different groups including bees, flies, moths, and numerous beetles. That 
the resemblance may be produced by quite different methods is illus- 
trated in Figs. 2 and 3. 

FIG. 2. Tragocerus formosus, Pascoe, a Longicorn beetle. Almost the 
whole of the mimetic pattern is developed 'on the elytra or wing-covers 
which hide the unwasplike abdomen, shown from above in Fig. 2A. 
Free movement of the wings is permitted by an arched excavation in the 
side of each wing-cover. 

FIG. 3. Esthesis ferrugineus, Macleay. Another Longicorn beetle in which 
the mimetic pattern is developed on the abdomen itself ; the wing-covers 
are reduced to small rounded scales, thus freeing the wings, but at the 
same time exposing the abdomen. 

FIG. 4. Heliconius erato erato. Linn., a distasteful tropical American butter- 
fly with a conspicuous pattern beautifully mimicked by the day-flying 
Hypsid moth represented below. 

FIG. 5. Pericopis pJiyleis, Druce. This moth and its butterfly model were 
taken in Peru. The striking mimetic resemblance does not extend to the 
antennae, which are threadlike and inconspicuous in the model. 

FIG. 6. Meihona confusa, Butler, another tropical American butterfly 
captured with one of its moth mimics (Fig. 7) in Paraguay. In this 
butterfly and its allies, the antennae are rendered conspicuous by 
terminal orange knobs, resembled by many of the mimics in different 
groups of butterflies and moths. 

FIG. 7. Castnia linus, Cramer. The antennal knobs of this day-flying moth, 
in spite of the marked resemblance, possess a form quite different from 
those of the model, but one characteristic of the Castniidae. This 
example of mimetic likeness to a normally inconspicuous feature, here 
exceptionally emphasized, may be compared with Figs. 1, lA-3, SA on 
Plate II. 

This model and mimic also illustrate, as do Figs. 1-3, the different 
methods by which the resemblance may be obtained. The pale trans- 
parent areas of the model are produced by the great reduction in the 
size of the scales ; in the mimic, without reduction, by their transparency 



xiv DESCRIPTION OF COLOURED PLATES 

and by their being set at a different angle so that the light passes between 
them. The important mimetic association illustrated by Figs. 6 and 7 
includes numerous other species belonging to several distantly related 
groups of butterflies and moths, and among these transparency is 
attained by various different methods. 



PLATE II 

Facing p. 156 

FIGS. 1-3. The head of the abundant East African Acraeine butterfly 
Acraea zetes acara, Hew., as seen from the front (1), from above (2) and 
the side (3), showing that the palpi, which are inconspicuous in most 
butterflies, are a prominent feature with their orange colour displayed 
against the black background. 

FIGS. 1A-3A. Similar aspects of the head of the Nymphaline butterfly 
Pseudacraea boisduvali trimenii, Butler, a mimic of A. z. acara and found 
in the same part of Africa. It is evident that the resemblance here ex- 
tends to the exceptionally emphasized feature, as was observed in the 
American examples shown in Figs. 6 and 7 of Plate I. 

FIG. 4. Danaida tytia, Gray, a conspicuous Oriental Danaine butterfly 
taken with its mimic (Fig. 5) in the Darjiling district. 

FIG. 5. Papilio agestor, Gray, a swallowtail butterfly mimicking the pattern 
of tytia. 

FIG, 6. Neptis imitans, Oberth., a Nymphaline butterfly from S. W. China, 
mimicking the geographical form of D. tytia which is found in the same 
area. 

Thus these two butterflies of widely separated groups both mimic this 
peculiar Danaine pattern. 

The butterflies and moths here represented illustrate by single examples 
the widespread mimicry of the chief distasteful families in the tropics on 
Plate I the Ithomiinae (Fig. 6) and Heliconinae (Fig. 4) of the New World ; 
on Plate II, the Daiiainae (Fig. 5), and Acraeinae (Figs. 1-3) of the Old. 



I 

THE NATURE OF INHERITANCE 

The consequences of the blending theory, as drawn by Darwin. Difficulties felt by 
Darwin. Particulate inheritance. Conservation of the variance. Theories of evolution 
worked by mutations. Is all inheritance particulate ? Nature and frequency of observed 
mutations. 

But at present, after drawing up a rough copy on this subject, my conclusion 
is that external conditions do extremely little, except in causing mere variability. 
This mere variability (causing the child not closely to resemble its parent) 
I look at as very different from the formation of a marked variety or new 
species. DARWIN, 1856. (Life and Letters, ii, 87.) 

As Samuel Butler so truly said: 'To me it seems that the "Origin of 
Variation ", whatever it is, is the only true " Origin of Species 'V w. BATESON, 
1909. 

The consequences of the blending theory 

THAT Charles Darwin accepted the fusion or blending theory of 
inheritance, just as all men accept many of the undisputed beliefs 
of their time, is universally admitted. That his acceptance of this 
theory had an important influence on his views respecting variation, 
and consequently on the views developed by himself and others on 
the possible causes of organic evolution, was not, I think, apparent 
to himself, nor is it sufficiently appreciated in our own times. In the 
course of the present chapter I hope to make clear the logical con- 
sequences of the blending theory, and to show their influence, not 
only on the development of Darwin's views, but on the change of 
attitude towards these, and other suppositions, necessitated by the 
acceptance of the opposite theory of particulate inheritance. 

It is of interest that the need for an alternative to blending in- 
heritance was certainly felt by Darwin, though probably he never 
worked out a distinct idea of a particulate theory. In a letter to 
Huxley probably dated in 1857 occur the sentences (More Letters, 
vol. i, Letter 57). 

Approaching the subject from the side which attracts me most, viz., 
inheritance, I have lately been inclined to speculate, very crudely and 
indistinctly, that propagation by true fertilization will turn out to be 
a sort of mixture, and not true fusion, of two distinct individuals, or 
rather of innumerable individuals, as each parent has its parents and 



2 THE NATURE OF INHERITANCE 

ancestors. I can understand on no other view the way in which crossed 
forms go back to so large an extent to ancestral forms. But all this, of 
course, is infinitely crude. 

The idea apparently was never developed, perhaps owing to the 
rush of work which preceded and followed the publication of the 
Origin. Certainly he did not perceive that the arguments on varia- 
tion in his rough essays of 1842 and 1844, which a year later (1858) 
he would be rewriting in the form of the first chapter of the Origin, 
would on a particulate theory have required him entirely to recast 
them. The same views indeed are but little changed when 'The causes 
of variability' came to be discussed in Chapter XXII of Variation of 
Animals and Plants published in 1868. 

The argument which can be reconstructed from these four sources 
may be summarized as follows : 

(a) with blending inheritance bisexual reproduction will tend 
rapidly to produce uniformity ; 

(6) if variability persists, causes of new variation must be con- 
tinually at work ; 

(c) the causes of the great variability of domesticated species, of 
all kinds arid in all countries, must be sought for in the condi- 
tions of domestication ; 

(d) the only characteristics of domestication sufficiently general 
to cover all cases are changed conditions and increase of food ; 

(e) some changes of conditions seem to produce definite and 
regular effects, e. g. increased food causes (hereditary) increase 
in size, but the important effect is an indefinite variability in 
all directions, ascribable to a disturbance, by change of condi- 
tions, of the regularity of action of the reproductive system ; 

(/) wild species also will occasionally, by geological changes, suffer 
changed conditions, and occasionally also a temporary increase 
in the supply of food; they will therefore, though perhaps 
rarely, be caused to vary. If on these occasions no selection is 
exerted the variations will neutralize one another by bisexual 
reproduction and die away, but if selection is acting, the 
variations in the right direction will be accumulated and a per- 
manent evolutionary change effected. 

To modern readers this will seem a very strange argument with 
which to introduce the case for Natural Selection ; all that is gained 



THE NATURE OF INHERITANCE 3 

by it is the inference that wild as well as domesticated species will at 
least occasionally present heritable variability. Yet it is used to 
introduce the subject in the two essays and in the Origin. It should 
be remembered that, at the time of the essays, Darwin had little 
direct evidence on this point ; even in the Origin the second chapter 
on 'Variation under Nature' deals chiefly with natural varieties 
sufficiently distinct to be listed by botanists, and these were certainly 
regarded by Darwin not as the materials but as the products of 
evolution. During the twenty-six years between 1842 and 1868 evi- 
dence must have flowed in sufficiently at least to convince him that 
heritable variability was as widespread, though not nearly as extensive, 
in wild as in domesticated species. The line of reasoning in question 
seems to have lost its importance sufficiently for him to introduce the 
subject in 1868 (Variation, Chapter XXII) with the words 'The sub- 
ject is an obscure one ; but it maybe useful to probe our ignorance.' 

It is the great charm of the essays that they show the reasons 
which led Darwin to his conclusions, whereas the later works often 
only give the evidence upon which the reader is to judge of their 
truth. The antithesis is not so heterodox as it sounds, for every 
active mind will form opinions without direct evidence, else the 
evidence too often would never be collected. Impartiality and 
scientific discipline come in in submitting the opinions formed to as 
much relevant evidence as can be made available. The earlier steps 
in the argument set out above appear only in the two essays, while 
the conclusions continue almost unchanged up to the Variation of 
Animals and Plants. Indeed the first step (a), logically the most 
important of all, appears explicitly only in 1842. In 1844 it is clearly 
implied by its necessary consequences. I believe its significance for 
the argument of the Origin, would scarcely ever be detected from 
a study only of that book. The passage in the 1842 MS. is (Founda- 
tions, p. 2): 

Each parent transmits its peculiarities, therefore if varieties allowed 
freely to cross, except by the chance of two characterized by same 
peculiarity happening to marry, such varieties will be constantly de- 
molished. All bisexual animals must cross, hermaphrodite plants do 
cross, it seems very possible that hermaphrodite animals do cross 
conclusion strengthened : 
together with a partly illegible passage of uncertain position, 

If individuals of two widely different varieties be allowed to cross, 



4 THE NATURE OF INHERITANCE 

a third race will be formed a most fertile source of the variation in 
domesticated animals. If freely allowed, the characters of pure parents 
will be lost, number of races thus [illegible] but differences [ ?] besides 
the [illegible]. But if varieties differing in very slight respects be allowed 
to cross, such small variation will be destroyed, at least to our senses 
a variation just to be distinguished by long legs will have offspring not 
to be so distinguished. Free crossing great agent in producing uni- 
formity in any breed. 

The proposition is an important one, marking as it docs the great 
contrast between the blending and the particulate theories of in- 
heritance. The following proof establishes it in biometrical terms. 

Let x and y represent the deviations in any measurement of the 
two parents from the specific mean ; if the measurement is affected 
not only by inheritance, but by non-heritable (environmental) 
factors also, x and y stand for the heritable part of these deviations. 
The amount of variability present in any generation of individuals 
will be measured by the variance, defined as the mean value of the 
square of x, or of y. In purely blending inheritance the heritable 
portions of the deviations of the offspring will be, apart from muta- 
tions, equal to %(x + y) ; in the absence of such mutations, therefore, 
the variance of the progeny generation will be the mean value of 



The mean values of x and y are both zero, since they are both 
defined as deviations from the mean of the species ; consequently, in 
the absence of selective mating, the mean value of xy is also zero, and 
the variance of the progeny generation is found to be exactly half the 
variance of the parental generation. More generally the ratio is not | 
but \(l +r), where r is the correlation between x and y. r cannot 
exceed unity, else the average value of the positive quantities (x-y) 2 
would have to be negative, and can only be unity, if they are all zero, 
that is, if the size of each individual prescribes exactly the size of its 
possible mates. Darwin's 'except by the chance of two individuals 
characterized by same peculiarities happening to marry' is his way 
of rejecting high correlations as improbable. 

The effect of correlation between mates is to hasten, if the correla- 
tion is negative, or to retard if positive, the tendency of blending 
inheritance to reduce the variance ; such effects are not of importance, 
for even if the correlation were as high as 0-5, and mates had to be 
as much alike as parent and child usually are, the rate of decay would 



THE NATURE OF INHERITANCE 6 

be little more than halved. The important consequence of the blend- 
ing is that, if not safeguarded by intense marital correlation, the 
heritable variance is approximately halved in every generation. To 
maintain a stationary variance fresh mutations must be available in 
each generation to supply the half of the variance so lost. If vari- 
ability persists, as Darwin rightly inferred, causes of new variability 
must continually be at work. Almost every individual of each genera- 
tion must be a mutant, i. e. must be influenced by such causes, and 
moreover must be a mutant in many different characters. 

An inevitable inference of the blending theory is that the bulk of 
the heritable variance present at any moment is of extremely recent 
origin. One half is new in each generation, and of the remainder one 
half is only one generation older, and so on. Less than one-thousandth 
of the variance can be ten generations old; even if by reason of 
selective mating we ought to say twenty generations, the general 
conclusion is the same ; the variability of domesticated species must 
be ascribed by any adherent of the blending theory to the conditions 
of domestication as they now exist. If variation is to be used by the 
human breeder, or by natural selection, it must be snapped up at 
once, soon after the mutation has appeared, and before it has had 
time to die away. The following passage from the 1844 essay shows 
that Darwin was perfectly clear on this point (pp. 84-6). 

Let us then suppose that an organism by some chance (which might 
be hardly repeated in 1,000 years) arrives at a modern volcanic island 
in process of formation and not fully stocked with the most appropriate 
organisms ; the new organism might readily gain a footing, although the 
external conditions were considerably different from its native ones. 
The effect of this we might expect would influence in some small degree 
the size, colour, nature of covering, &c., and from inexplicable influences 
even special parts and organs of the body. But we might further (and 
this is far more important) expect that the reproductive system would 
be affected, as under domesticity, and the structure of the offspring 
rendered in some degree plastic. Hence almost every part of the body 
would tend to vary from the typical form in slight degrees, and in no 
determinate way, and therefore without selection the free crossing of 
these small variations (together with the tendency to reversion to the 
original form) would constantly be counteracting this unsettling effect 
of the extraneous conditions on the reproductive system. Such, I con- 
ceive, would be the unimportant result without selection. And here 
I must observe that the foregoing remarks are equally applicable to 



6 THE NATURE OF INHERITANCE 

that small and admitted amount of variation which has been observed 
in some organisms in a state of nature ; as well as to the above hypo- 
thetical variation consequent on changes of condition. 

Let us now suppose a Being with penetration sufficient to perceive 
differences in the outer and innermost organization quite imperceptible 
to man, and with forethought extending over future centuries to watch 
with unerring care and select for any object the offspring of an organism 
produced under the foregoing circumstances ; I can see no conceivable 
reason why he could not form a new race (or several were he to separate 
the stock of the original organism and work on several islands) adapted 
to new ends. As we assume his discrimination, and his forethought, and 
his steadiness of object, to be incomparably greater than those qualities 
in man, so we may suppose the beauty and complications of the adapta- 
tions of the new races and their differences from the original stock to be 
greater than in the domestic races produced by man's agency: the 
ground-work of his labours we may aid by supposing that the external 
conditions of the volcanic island, from its continued emergence, and the 
occasional introduction of new immigrants, vary ; and thus to act on the 
reproductive system of the organism, on which he is at work, and so keep 
its organization somewhat plastic. With time enough, such a Being 
might rationally (without some unknown law opposed him) aim at 
almost any result. 

Difficulties felt by Darwin 

The argument based on blending inheritance and its logical con- 
sequences, though it certainly represents the general trend of 
Darwin's thought upon inheritance and variation, for some years 
after he commenced pondering on the theory of Natural Selection, 
did not satisfy him completely. Reversion he recognized as a fact 
which stood outside his scheme of inheritance, and that he was not 
altogether satisfied to regard it as an independent principle is shown 
by his letter to Huxley already quoted. By 1857 he was in fact on 
the verge of devising a scheme of inheritance which should include 
reversion as one of its consequences. The variability of domesticated 
races, too, presented a difficulty which, characteristically, did not 
escape him. He notes (pp. 77, 78, Foundations) in 1844 that the most 
anciently domesticated animals and plants are not less variable, but, 
if anything more so, than those more recently domesticated; and 
argues that since the supply of food could not have been becoming 
much more abundant progressively at all stages of a long history of 



THE NATURE OF INHERITANCE 7 

domestication, this factor cannot alone account for the great varia- 
bility which still persists. The passage runs as follows: 

If it be an excess of food, compared with that which the being obtained 
in its natural state, the effects continue for an improbably long time ; 
during how many ages has wheat been cultivated, and cattle and sheep 
reclaimed, and we cannot suppose their amount of food has gone on 
increasing, nevertheless these are amongst the most variable of our 
domestic productions. 

This difficulty offers itself also to the second supposed cause of 
variability, namely changed conditions, though here it may be 
argued that the conditions of cultivation or nurture of domesticated 
species have always been changing more or less rapidly. From a 
passage in the Variation of Animals and Plants (p. 301), which runs: 

Moreover, it does not appear that a change of climate, whether more 
or less genial, is one of the most potent causes of variability; for in 
regard to plants Alph. De Candolle, in his Geographic Botanique, re- 
peatedly shows that the native country of a plant, where in most cases 
it has been longest cultivated, is that where it has yielded the greatest 
number of varieties. 

it appears that Darwin satisfied himself that the countries in which 
animals or plants were first domesticated, were at least as prolific 
of new varieties as the countries into which they had been imported, 
and it is natural to presume that his inquiries under this head were 
in search of evidence bearing upon the effects of changed conditions. 
It is not clear that this difficulty was ever completely resolved in 
Darwin's mind, but it is clear from many passages that he saw the 
necessity of supplementing the original argument by postulating 
that the causes of variation which act upon the reproductive system 
must be capable of acting in a delayed and cumulative manner so 
that variation might still be continued for many subsequent genera- 
tions. 

Particulate inheritance 

It is a remarkable fact that had any thinker in the middle of the 
nineteenth century undertaken, as a piece of abstract and theoretical 
analysis, the task of constructing a particulate theory of inheritance, 
he would have been led, on the basis of a few very simple assump- 
tions, to produce a system identical with the modern scheme of 
Mendelian or factorial inheritance. The admitted non-inheritance of 



8 THE NATURE OF INHERITANCE 

scars and mutilations would have prepared him to conceive of the 
hereditary nature of an organism as something none the less definite 
because possibly represented inexactly by its visible appearance. 
Had he assumed that this hereditary nature was completely deter- 
mined by the aggregate of the hereditary particles (genes), which 
enter into its composition, and at the same time assumed that 
organisms of certain possible types of hereditary composition were 
capable of breeding true, he would certainly have inferred that each 
organism must receive a definite portion of its genes from each parent, 
and that consequently it must transmit only a corresponding portion 
to each of its offspring. The simplification that, apart from sex and 
possibly other characters related in their inheritance to sex, the 
contributions of the two parents were equal, would not have been 
confidently assumed without the evidence of reciprocal crosses ; but 
our imaginary theorist, having won so far, would scarcely have 
failed to imagine a conceptual framework in which each gene had its 
proper place or locus, which could be occupied alternatively, had the 
parentage been different, by a gene of a different kind. Those 
organisms (homozygotes) which received like genes, in any pair of 
corresponding loci, from their two parents, would necessarily hand on 
genes of this kind to all of their offspring alike ; whereas those (hetero- 
zygotes) which received from their two parents genes of different 
kinds, and would be, in respect of the locus in question, crossbred, 
would have, in respect of any particular offspring, an equal chance of 
transmitting either kind. The heterozygote when mated to either 
kind of homozygote would produce both heterozygotes and homo- 
zygotes in a ratio which, with increasing numbers of offspring, must 
tend to equality, while if two heterozygotes were mated, each 
homozygous form would bo expected to appear in a quarter of the 
offspring, the remaining half being heterozygous. It thus appears 
that, apart from dominance and linkage, including sex linkage, all 
the main characteristics of the Mendelian system flow from assump- 
tions of particulate inheritance of the simplest character, and could 
have been deduced a priori had any one conceived it possible that 
the laws of inheritance could really be simple and definite. 

The segregation of single pairs of genes, that is of single factors, 
was demonstrated by Mendel in his paper of 1865. In addition Mendel 
demonstrated hi his material the fact of dominance, namely that the 
heterozygote was not intermediate in appearance, but was almost or 



THE NATURE OF INHERITANCE 9 

quite indistinguishable from one of the homozygous forms. The fact 
of dominance, though of the greatest theoretical interest, is not an 
essential feature of the factorial system, and in several important 
cases is lacking altogether. Mendel also demonstrated what a theorist 
could scarcely have ventured to postulate, that the different factors 
examined by him in combination, segregated in the simplest possible 
manner, namely independently. It was not till after the rediscovery 
of Mendel's laws at the end of the century that cases of linkage were 
discovered, in which, for factors in the same linkage group, the pair 
of genes received from the same parent are more often than not 
handed on together to the same child. The conceptual framework 
of loci must therefore be conceived as made of several parts, and 
these are now identified, on evidence which appears to be singularly 
complete, with the dark-staining bodies or chromosomes which are 
to be seen in the nuclei of cells at certain stages of cell division. 

The mechanism of particulate inheritance is evidently suitable for 
reproducing the phenomenon of reversion, in which an individual 
resembles a grandparent or more remote ancestor, in some respect 
in which it differs from its parents ; for the ancestral gene combina- 
tion may by chance be reproduced. This takes its simplest form when 
dominance occurs, for every union of two heterozygotes will then 
produce among the offspring some recessivcs, differing in appearance 
from their parents, but probably resembling some grandparent or 
ancestor. 

Conservation of the variance 

It has not been so clearly recognized that particulate inheritance 
differs from the blending theory in an even more important fact. 
There is no inherent tendency for the variability to diminish. In 
a population breeding at random in which two alternative genes of 
any factor, exist in the ratio p to g, the three genotypes will occur in 
the ratio p 2 : 2pq : g 2 , and thus ensure that their characteristics will 
be represented in fixed proportions of the population, however they 
may be combined with characteristics determined by other factors, 
provided that the ratio p : q remains unchanged. This ratio will 
indeed be liable to slight changes ; first by the chance survival and 
reproduction of individuals of the different kinds ; and secondly by 
selective survival, by reason of the fact that the genotypes are pro- 
bably unequally fitted, at least to a slight extent, to their task of 



10 THE NATURE OF INHERITANCE 

survival and reproduction. The effect of chance survival is easily 
susceptible of calculation, and it appears, as will be demonstrated 
more fully (Chapter IV), that in a population of n individuals breed- 
ing at random the variance will be halved by this cause acting alone 
in 1-4 n generations. Since the number of individuals surviving to 
reproduce in each generation must in most species exceed a million, 
and in many is at least a million-fold greater, it will be seen that this 
cause of the diminution of hereditary variance is exceedingly minute, 
when compared to the rate of halving in one or two generations by 
blending inheritance. 

It will be seen in Chapter IV that selection is a much more impor- 
tant agency in keeping the variability of species within limits. But 
even relatively intense selection will change the ratio p : q of the 
gene frequencies relatively slowly, and no reasonable assumptions 
could be made by which the diminution of variance due to selection, 
in the total absence of mutations, would be much more than a ten- 
thousandth of that ascribable to blending inheritance. The immediate 
consequence of this enormous contrast is that the mutation rate 
needed to maintain a given amount of variability is, on the particulate 
theory, many thousand times smaller than that which is required on 
the blending theory. Theories, therefore, which ascribe to agencies 
believed to be capable of producing mutations, as was 'use and 
disuse' by Darwin, a power of governing the direction in which 
evolution is taking place, appear in very different lights, according 
as one theory of inheritance, or the other, is accepted. For any 
evolutionary tendency which is supposed to act by favouring muta- 
tions in one direction rather than another, and a number of such 
mechanisms have from time to time been imagined, will lose its force 
many thousand-fold, when the particulate theory of inheritance, in 
any form, is accepted; whereas the directing power of Natural 
Selection, depending as it does on the amount of heritable variance 
maintained, is totally uninfluenced by any such change. This con- 
sideration, which applies to all such theories alike, is independent of 
the fact that a great part of the reason, at least to Darwin, for 
ascribing to the environment any considerable influence in the pro- 
duction of mutations, is swept away when we are no longer forced to 
consider the great variability of domestic species as due to the 
comparatively recent influence of their artificial environment. 

The striking fact, of which Darwin was well aware, that whole 



THE NATURE OF INHERIATNCE 11 

brothers and sisters, whose parentage, and consequently whose 
entire ancestry is identical, may differ greatly in their hereditary 
composition, bears under the two theories two very different inter- 
pretations. Under the blending theory it is clear evidence of new 
and frequent mutations, governed, as the greater resemblance of 
twins suggests, by temporary conditions acting during conception 
and gestation. On the particulate theory it is a necessary consequence 
of the fact that for every factor a considerable fraction, not often 
much less than one half, of the population will be heterozygotes, any 
two offspring of which will be equally likely to receive unlike as like 
genes from their parents. In view of the close analogy between the 
statistical concept of variance and the physical concept of energy, 
we may usefully think of the heterozygote as possessing variance in 
a potential or latent form, so that instead of being lost when the 
homozygous genotypes are mated it is merely stored in a form from 
which it will later reappear. A population mated at random immedi- 
ately establishes the condition of statistical equilibrium between the 
latent and the apparent form of variance. The particulate theory of 
inheritance resembles the kinetic theory of gases with its perfectly 
elastic collisions, whereas the blending theory resembles a theory of 
gases with inelastic collisions, and in which some outside agency is 
required to be continually at work to keep the particles astir. 

The property of the particulate theory of conserving the variance 
for an indefinite period explains at once the delayed or cumulative 
effect of domestication in increasing the variance of domesticated 
species, to which Darwin calls attention. Many of our domesticated 
varieties are evidently ill-fitted to survive in the wild condition. The 
mutations by which they arose may have been occurring for an 
indefinite period prior to domestication without establishing them- 
selves, or appreciably affecting the variance, of the wild species. In 
domestication, however, not only is the rigour of Natural Selection 
relaxed so that mutant types can survive, and each such survival add 
something to the store of heritable variance, but novelties of form or 
colour, even if semi-monstrous, do undoubtedly attract human 
attention and interest, and are valued by man for their peculiarity. 
The rapidity with which new variance is accumulated will thus be 
enhanced. Without postulating any change hi the mutation rates 
due to domestication, we should necessarily infer from what is known 
of the conditions of domestication that the variation of domesticated 



12 THE NATURE OF INHERITANCE 

species should be greater than that of similar wild species, and that 
this contrast should be greatest with those species most anciently 
domesticated. Thus one of the main difficulties felt by Darwin is 
resolved by the particulate theory. 

Theories of evolution worked by mutations 

The theories of evolution which rely upon hypothetical agencies, 
capable of modifying the frequency or direction in which mutations 
are taking place, fall into four classes. In stating these it will be 
convenient to use the term 'mutation', to which many meanings have 
at different times been assigned, to denote simply the initiation of any 
heritable novelty. 

(A) It may be supposed, as by Lamarck in the case of animals, 
that the mental state, and especially the desires of the organism, 
possess the power of producing mutations of such a kind, that these 
desires may be more readily gratified in the descendants. This view 
postulates (i) that there exists a mechanism by which mutations are 
caused, and even designed, in accordance with the condition of the 
nervous system, and (ii) that the desires of animals in general are 
such that their realization will improve the aptitude of the species 
for life in its natural surroundings, and also will maintain or improve 
the aptitude of its parts to co-operate with one another, both in 
maintaining the vital activity of the adult animal, and in ensuring 
its normal embryological development. The desires of animals must, 
in fact, be very wisely directed, as well as being effective in provoking 
suitable mutations. 

(B) A power of adaptation may be widely observed, both among 
plants and animals, by which particular organs, such as muscles or 
glands, respond by increased activity and increased size, when addi- 
tional physiological calls are made upon them. It may be suggested, 
as it was by Darwin, that such responses of increased functional 
activity induce, or are accompanied by, mutations of a kind tending 
to increase the size or activity of the organ in question in future 
generations, even if no additional calls were made upon this organ's 
activity. This view implies (i) that the power which parts of organisms 
possess, of responding adaptively to increased demands upon them, 
is not itself a product of evolution, but must be postulated as a 
primordial property of living matter: and requires (ii) that a mecha- 



THE NATURE OF INHERITANCE 13 

nism exists by which the adaptive response shall itself tend to cause, 
or be accompanied by, an appropriate mutation. 

Both these two suggested means of evolution expressly aim at 
explaining, not merely the progressive change of organic beings, but 
the aptitude of the organism to its place in nature, and of its parts to 
their function in the organism. 

(C) It may be supposed that the environment in which the or- 
ganism is placed controls the nature of the mutations which occur 
in it, and so directs its evolutionary course ; much as the course of 
a projectile is controlled by the field of force in which it flies. 

(D) It may be supposed that the mutations which an organism 
undergoes are due to an 'inner urge' (not necessarily connected with 
its mental state) implanted in its primordial ancestors, which thereby 
directs its predestined evolution. 

The two last suggestions give no particular assistance towards the 
understanding of adaptation, but each contains at least this element 
of truth; that however profound our ignorance of the causes of 
mutation may be, we cannot but ascribe them, within the order of 
Nature as we know it, either to the nature of the organism, or to 
that of its surrounding environment, or, more generally, to the inter- 
action of the two. What is common, however, to all four of these 
suppositions, is that each one postulates that the direction of evo- 
lutionary change is governed by the predominant direction in which 
mutations are taking place. However reasonable such an assumption 
might have seemed when, under the blending theory of inheritance, 
every individual was regarded as a mutant, and probably a multiple 
mutant, it is impossible to let it pass unquestioned, in face of the 
much lower mutation rates appropriate to the participate theory. 

A further hypothetical mechanism, guiding the evolution of the 
species according to the direction in which mutations are occur- 
ring, was suggested by Weismann. Weismann appreciated much more 
thoroughly than many of his contemporaries the efficacy of Natural 
Selection, in promoting the adaptation of organisms to the needs of 
their lives in their actual habitats. He felt, however, that this action 
would be aided in a subordinate degree if the process of mutation 
could acquire a kind of momentum, so that a series of mutations 
affecting the increase or decrease of a part should continue to occur, 
as a consequence of an initial chance tendency towards such increase 
or decrease. Such an assumed momentum in the process of mutation 



14 THE NATURE OF INHERITANCE 

he found useful in two respects : (i) it would enable an assumed minimal 
mutation in an advantageous direction to be increased by further 
mutations, until it ' attains selection value ' ; (ii) it explains the con- 
tinuous decrease of a useless organ, without assuming that each step 
of this decrease confers any advantage upon the organism mani- 
festing it. 

The concept of attaining selection value, which is fairly common 
in biological literature, seems to cover two distinct cases. In the first 
case we may imagine that, with increasing size, the utility of an 
organ shows no increase up to a certain point, but that beyond this 
point increasing size is associated with increasing utility. In such 
a case, which, in view of the actual variability of every organism, 
and of the parts of related organisms, must be regarded as somewhat 
ideal, we are really only concerned with the question whether the 
actual variability in different members of the species concerned, does 
or does not reach as far as the critical point. If it does not do so the 
species will not be able to take the advantage offered, simply because 
it is not variable enough, and the postulate of an element of momen- 
tum in the occurrence of mutations, was certainly not made in 
order to allow organisms to be more variable than they would be 
without it. 

The second meaning, which is also common in the literature, 
depends upon a curious assumption as to the manner in which 
selective advantage increases with change of size of the organ upon 
which this advantage is dependent ; for it is sometimes assumed that, 
while at all sizes an increase of size may be advantageous, this 
advantage increases, not continuously, but in a step-like manner; or 
at least that increases below a certain limit produce an advantage 
which may be called 'inappreciable', and therefore neglected, Both 
the metaphor and the underlying idea appear to be drawn from 
psychophysical experience. If we compare two physical sensations 
such as those produced by the weights of two objects, then when the 
weights are sufficiently nearly equal the subject will often be unable 
to distinguish between them, and will judge them equal, whereas 
with a greater disparity, a distinct or appreciable difference of weight 
is discerned. If, however, the same test is applied to the subject 
repeatedly with differences between the weights varying from what is 
easily discernible to very much smaller quantities, it is found that 
differences in the weights, which would be deemed totally inappreci- 



THE NATURE OF INHERITANCE 16 

able, yet make a significant and perfectly regular difference to the 
frequency with which one is judged heavier than the other. The 
discontinuity lies in our interpretation of the sensations, and not in 
the sensations themselves. Now, survival value is measured by the 



300 



250 
H 

o 

Osoo 



150 



D 
O 

1 

5 

LLJ 



100 



84 



88 92 96 100 104 

WEIGHT TESTED IN GRAMS 



108 



FIG. 1. The frequency with which test objects of different weights arc 
judged heavier than a standard 100 gram weight. (Urban's data, for a 
single subject.) Illustrating the fact that with a sufficient number of 
trials, differences in weight, however 'inappreciable', will affect the 
frequency of the judgement. 

frequency with which certain events, such as death or reproduction, 
occur, to different sorts of organisms exposed to the different chances 
of the same environment, and, even if we should otherwise be in doubt, 
the psychophysical experiments make it perfectly clear that the 
selective advantage will increase or decrease continuously, even for 
changes much smaller than those appreciable to our own senses, or 
to those of the predator or other animal, which may enter into the 
biological situation concerned. If a change of 1 mm. has selection 
value, a change of 0-1 mm. will usually have a selection value 
approximately one-tenth as great, and the change cannot be ignored 
because we deem it inappreciable. The rate at which a mutation 
increases in numbers at the expense of its allelomorph will indeed 
depend on the selective advantage it confers, but the rate at which 
a species responds to selection in favour of any increase or decrease 
of parts depends on the total heritable variance available, and not 



16 THE NATURE OF INHERITANCE 

on whether this is supplied by large or small mutations. There is no 

limen of appreciable selection value to be considered. 

The remaining advantage which Weismann sought in postulating 
his mechanism of germinal selection was to supply an explanation 
of the progressive diminution of useless organs, even when these are 
of so trifling a character that the selective advantage of their sup- 
pression is questionable. The subject is an interesting one, and 
deserves for its own sake a more extended discussion than would be 
suitable in the present book. For our present purpose it will be 
sufficient to notice (i) that to assert in any particular case that the 
progressive suppression of an organ brings with it no progressive 
selective advantage appears to be very far beyond the range of our 
actual knowledge. To take a strong case from Weismann the 
receptaculum seminis of an ant is assuredly minute ; but the ant her- 
self is not very large, nor are we concerned only with the individual 
ant, but with the whole worker population of the nest. As an economic 
problem we certainly do not possess the data to decide whether the 
suppression of this minute organ would or would not count as an 
appreciable factor in the ant polity. Human parallels might be given 
in which the elimination of very minute items of individual waste, 
can lend an appreciable support to social institutions which are 
certainly not negligible. I do not assert that the suppression of the 
receptaculum has been useful to the ant, but that in this as in other 
cases, if we pause to give the matter due consideration, it is at once 
apparent that we have not the knowledge on which to base any 
decided answer, (ii) In the second place Weismann's view that in 
the absence of all selection a useless organ might diminish, degenerate, 
and finally disappear, by the cumulative action of successive muta- 
tions, and especially his view that this is the only type of progressive 
change, which could take place by mutations only, without the 
guidance of Natural Selection, is fully in accordance with modern 
knowledge of the nature of mutations. The special mechanism, 
however, by which he sought to explain the successive occurrence of 
degenerative mutations must be judged to be superfluous. It is 
moreover exposed to the logical objection that the driving force of 
his mechanism of germinal selection is an assumed competition for 
nutriment between the chromatin elements which represent the 
degenerating organ, and those which represent the rest of the body. 
The degenerating organ itself is assumed to be so unimportant that 



THE NATURE OF INHERITANCE 17 

its demands upon the general nutrition of the body are to be neglected ; 
and it may well be asked if it is legitimate to bring in, in respect of 
the well-nourished germ cell, the factor of nutritional competition 
which is to be ignored in the occasionally ill-nourished body. 

Is all inheritance participate ? 

The logical case for rejecting the assumption that the direction of 
evolutionary change is governed by the direction in which mutations 
are taking place, and thereby rejecting the whole group of theories 
in which this assumption is implicit, would be incomplete had not 
modern researches supplied the answer to two further questions: 
(i) May it not be that in addition to the mechanism of particulate 
inheritance, which has been discovered and is being investigated, 
there is also, in living organisms, an undiscovered mechanism of 
blending inheritance ? (ii) Do the known facts within the particulate 
system render a mechanism, which could control the predominant 
direction of mutation, inoperative as a means of governing the 
direction of evolutionary change ? 

On the first point it should be noted briefly that, whereas at the 
beginning of the century there were several outstanding facts of 
inheritance which seemed to demand some sort of blending theory, 
these have all in the course of research been shown, not only to be 
compatible with particulate inheritance, but to reveal positive 
indications that such is their nature. The apparent blending in colour 
in crosses between white races of man and negroes is compatible 
with the view that these races differ in several Mendelian factors, 
affecting the pigmentation. Of these some may have intermediate 
heterozygotes, and of the remainder in some the darker, and in some 
the lighter tint may be dominant. The Mendelian theory is alone 
competent to explain the increased variability of the offspring of the 
mulattoes. 

The biometrical facts as to the inheritance of stature and other 
human measurements, though at first regarded as incompatible with 
the Mendelian system, have since been shown to be in complete 
accordance with it, and to reveal features not easily explicable on any 
other view. The approximately normal distribution of the measure- 
ments themselves may be deduced from the simple supposition that 
the factors affecting human stature are approximately additive in 
their effects. The correlations found between relatives of different 



18 THE NATURE OF INHERITANCE 

degrees of kinship are, within their sampling errors, of the magnitudes 
which would be deduced from the assumption that the measurement 
is principally determined by inheritance, and that the factors con- 
trolling it show, like most Mendelian factors, complete or almost 
complete dominance. The presence of dominance is a Mendelian 
feature, which is shown in the biometrical data by the well-estab- 
lished fact that children of the same parents are, on the average, 
somewhat more alike than are parent and offspring. 

So far we have merely established the negative fact that there are 
no outstanding observations which require a blending system of 
inheritance. There is, however, one group of modern researches 
which, at least in the organisms investigated, seems to exclude it, 
even as a possibility. In certain organisms which are habitually self- 
fertilized, as Johannsen was the first to show with a species of bean, 
it is possible to establish so-called pure lines, within which heritable 
variability is, apart from exceptional mutations, completely absent. 
Within these lines the selection of the largest or the smallest beans, 
even where this selection was continued for ten or twenty generations, 
constantly produced offspring of the same average size. This size 
differed from one line to another, showing that heritable variability 
existed abundantly in the species, and among the thousands of beans 
examined two distinct mutants were reported. If, however, any 
appreciable fraction of the variance in bean size were ascribable to 
elements which blend, the mutations necessary to maintain such 
heritable variability would, in ten generations, have had time to 
supply it almost to its maximum extent, and must inevitably have 
been revealed by selection. Experiments of this type seem capable 
of excluding the possibility that blending inheritance can account 
for any appreciable fraction of the variance observed. 

Nature and frequency of observed mutations 

The assumption that the direction of evolutionary change is actually 
governed by the direction in which mutations are occurring is not 
easily compatible with the nature of the numerous mutations which 
have now been observed to occur. For the majority of these produce 
strikingly disadvantageous deformities, and indeed much the largest 
class are actually lethal. If we had to admit, as has been so often 
assumed in theory, that these mutations point the direction of 
evolution, the evolutionary prospects of the little fruit-fly Drosophila 



THE NATURE OF INHERITANCE 19 

would be deplorable indeed. Nor is the position apparently different 
with man and his domesticated animals and plants ; as may be judged 
from the frequency with which striking recessive defects, such as 
albinism, deaf -mutism, and feebleness of mind in man, must have 
occurred in the comparatively recent past, as mutations. Mutant 
defects seem to attack the human eye as much as that of Drosophila, 
and in general the mutants which occur in domesticated races are 
often monstrous and predominantly defective, whereas we know in 
many cases that the evolutionary changes which these creatures have 
undergone under human selection have been in the direction of a 
manifest improvement. 

In addition to the defective mutations, which by their con- 
spicuousness attract attention, we may reasonably suppose that 
other less obvious mutations are occurring which, at least in certain 
surroundings, or in certain genetic combinations, might prove them- 
selves to be beneficial. It would be unreasonable, however, to assume 
that such mutations appear individually with a frequency much 
greater than that which is observed in the manifest defects. The 
frequency of individual mutations in Drosophila is certainly seldom 
greater than one in 100,000 individuals, and we may take this figure 
to illustrate the inefficacy of any agency, which merely controls the 
predominant direction of mutation, to determine the predominant 
direction of evolutionary change. For even if selective survival were 
totally absent, a lapse of time of the order of 100,000 generations 
would be required to produce an important change with respect to 
the factor concerned, in the heritable nature of the species. Moreover, 
if the mutant gene were opposed, even by a very minute selective 
disadvantage, the change would be brought to a standstill at a very 
early stage. The ideas necessary for a precise examination of the 
nature of selective advantage will be developed in Chapter II ; but 
it will be readily understood that if we speak of a selective advantage 
of one per cent., with the meaning that animals bearing one gene 
have an expectation of offspring only one per cent, greater than those 
bearing its allelomorph, the selective advantage in question will be 
a very minute one; at least in the sense that it would require an 
enormous number of experimental animals, and extremely precise 
methods of experimentation, to demonstrate so small an effect 
experimentally. Such a selective advantage would, however, greatly 
modify the genetic constitution of the species, not in 100,000 but in 



20 THE NATURE OF INHERITANCE 

100 generations. If, moreover, we imagine these two agencies opposed 
in their tendencies, so that a mutation which persistently occurs in 
one in 100,000 individuals, is persistently opposed by a selective 
advantage of only one per cent., it will easily be seen that an 
equilibrium will be arrived at when only about one individual in 
1,000 of the population will be affected by the mutation. This 
equilibrium, moreover, will be stable ; for if we imagine that by some 
chance the number of mutants is raised to a higher proportion than 
this, the proportion will immediately commence to diminish under 
the action of selection, and evolution will proceed in the direction 
contrary to the mutation which is occurring, until the proportion of 
mutant individuals again reaches its equilibrium value. For muta- 
tions to dominate the trend of evolution it is thus necessary to postu- 
late mutation rates immensely greater than those which are known 
to occur, and of an order of magnitude which, in general, would be 
incompatible with particulate inheritance. 

Summary 

The tacit assumption of the blending theory of inheritance led 
Darwin, by a perfectly cogent argument, into a series of speculations, 
respecting the causes of variations, and the possible evolutionary 
effects of these causes. In particular the blending theory, by the 
enormous mutation rates which it requires, led Darwin and others 
to attach evolutionary importance to hypothetical agencies which 
control the production of mutations. A mechanism (Mendelism) of 
particulate inheritance has since been discovered, requiring mutations 
to an extent less by many thousandfold. The 'pure line ' experiments 
seem to exclude blending inheritance even as a subordinate possibility. 
The nature of the mutations observed is not compatible with the 
view that evolution is directed by their means, while their observed 
frequency of occurrence shows that an agency controlling mutations 
would be totally ineffectual in governing the direction of evolutionary 
change. 

The whole group of theories which ascribe to hypothetical physio- 
logical mechanisms, controlling the occurrence of mutations, a power 
of directing the course of evolution, must be set aside, once the 
blending theory of inheritance is abandoned. The sole surviving 
theory is that of Natural Selection, and it would appear impossible 
to avoid the conclusion that if any evolutionary phenomenon 



THE NATURE OF INHERITANCE 21 

appears to be inexplicable on this theory, it must be accepted at 
present merely as one of the facts which in the present state of 
knowledge seems inexplicable. The investigator who faces this fact, 
as an unavoidable inference from what is now known of the nature 
of inheritance, will direct his inquiries confidently towards a study 
of the selective agencies at work throughout the life history of the 
group in their native habitats, rather than to speculations on the 
possible causes which influence their mutations. The experimental 
study of agencies capable of influencing mutation rates is of the 
highest interest for the light which it may throw on the nature of 
these changes. We should altogether misinterpret the value of such 
researches were we to regard them as revealing the causes of evolu- 
tionary modification. 



II 

THE FUNDAMENTAL THEOREM OF NATURAL 
SELECTION 

The life table and the table of reproduction. The Malthusian parameter of popu- 
lation increase. Reproductive value. The genetic element in variance. Natural Selection. 
The nature of adaptation. Deterioration of the environment. Changes in population. 
Summary. 

One has, however, no business to feel so much surprise at one's ignorance, 
when one knows how impossible it is without statistics to conjecture the 
duration of life and percentage of deaths to births in mankind. DARWIN, 
1845. (Life and Letters, ii, 33.) 

In the first place it is said and I take this point first, because the imputation 
Is too frequently admitted by Physiologists themselves that Biology differs 
f rom the Physico-chemical and Mathematical sciences in being 'inexact'. 
HUXLEY, 1854. 

The life table 

IN order to obtain a distinct idea of the application of Natural 
Selection to all stages in the life -history of an organism, use may be 
made of the ideas developed in the actuarial study of human mor- 
tality. These ideas are not in themselves very recondite, but being 
associated with the laborious computations and the technical nota- 
tion employed in the practical business of life insurance, are not so 
familiar as they might be to the majority of biologists. The text- 
books on the subject, moreover, are devoted to the chances of death, 
and to monetary calculations dependent on these chances, whereas 
in biological problems at least equal care and precision of ideas is 
requisite with respect to reproduction, and especially to the combined 
action of these two agencies in controlling the increase or decrease of 
the population. 

The object of the present chapter is to combine certain ideas 
derivable from a consideration of the rates of death and reproduction 
of a population of organisms, with the concepts of the factorial 
scheme of inheritance, so as to state the principle of Natural Selection 
in the form of a rigorous mathematical theorem, by which the rate 
of improvement of any species of organisms in relation to its environ- 
ment is determined by its present condition. 

The fundamental apparatus of the actuary's craft is what is known 



FUNDAMENTAL THEOREM OF NATURAL SELECTION 23 
as a life table. This shows, for each year of age, of the population 
considered, the proportion of persons born alive who live to attain 
that age. For example, a life table may show that the proportion of 
persons living to the age of 20 is 88 per cent., while only 80 per cent. 
reach the age of 40. It will be easily inferred that 12 per cent, of 
those born alive die in the first 20 years of life, and 8 per cent, in the 
second 20 years. The life table is thus equivalent to a statement of 
the frequency distribution of the age of death in the population con- 
cerned. The amount by which each entry is less than the preceding 
entry represents the number of deaths between these limits of age, 
and this divided by the number living at the earlier age gives the 
probability of death within a specified time of those living at that age. 
Since the probability of death changes continuously throughout life, 
the death rate at a given age can only be measured consistently by 
taking the age interval to be infinitesimal. Consequently if l x is the 
number living to age x, the death rate at age x is given by: 



the logarithm being taken, as in most mathematical representations, 
to be on the Natural or Naperian system. The life table thus contains 
a statement of the death rates at all ages, and conversely can be 
constructed from a knowledge of the course taken by the death rate 
throughout life. This in fact is the ordinary means of constructing the 
life tables in practical use. 

It will not be necessary to discuss the technical procedure employed 
in the construction of life tables, the various conventions employed 
in this form of statement, nor the difficulties which arise in the inter- 
pretation of the observational data available in practice for this 
purpose. It will be sufficient to state only one point. As in all other 
experimental determinations of theoretical values, the accuracy 
attainable in practice is limited by the extent of the observations ; 
the result derived from any finite number of observations will be 
liable to an error of random sampling, but this fact does not, in any 
degree, render such concepts as death rates or expectations of life 
obscure or inexacjb. These are statements of probabilities, averages 
&c., pertaining to the hypothetical population sampled, and depend 
only upon its nature and circumstances. The inexactitude of our 
methods of measurement has no more reason in statistics than it has 



24 FUNDAMENTAL THEOREM OF NATURAL SELECTION 
in physics to dim our conception of that which we measure. These 
conceptions would be equally clear if we were stating the chances of 
death of a single individual of unique genetic constitution, or of one 
exposed to an altogether transient and exceptional environment. 

The table of reproduction 

The life table, although itself a very comprehensive statement, is 
still inadequate to express fully the relation between an organism and 
its environment ; it concerns itself only with the chances or frequency 
of death, and not at all with reproduction. To repair this deficiency it 
is necessary to introduce a second table giving rates of reproduction 
in a manner analogous to the rates of death at each age. Just as a 
person alive at the beginning of any infinitesimal age interval dx has 
a/ chance of dying within that interval measured by n>xdx, so the 
chance of reproducing within this interval will be represented by b x dx, 
in which b x may be called the rate of reproduction at age x. Again, just 
as the chance of a person chosen at birth dying within a specified 
interval of age dx is l x p>xdx, so the chance of such a person living to 
reproduce in that interval will be l x b x dx. 

Owing to bisexual reproduction a convention must be introduced 
into the measurement of b x , for each living offspring will be credited 
bo both parents, and it will seem proper to credit each with one half 
in respect of each offspring produced. This convention will evidently 
be appropriate for those genes which are not sex -linked (autosomal 
yenes) for with these the chance of entering into the composition of 
3ach offspring is known to be one half. In the case of sex-linked genes 
bhose of the heterogametic parent will be perpetuated or not accord- 
ing as the offspring is male or female. These sexes, it is true, will not 
be produced in exactly equal numbers, but since both must co-operate 
in each act of sexual reproduction, it is clear that the different 
frequencies at birth must ultimately be compensated by sexual 
iifferences in the rates of death and reproduction, with the result that 
bhe same convention appears in this case to be equally appropriate. 

A similar convention, appropriate in the sense of bringing the 
formal symbolism of the mathematics into harmony with the biologi- 
3al facts, may be used with respect to the period of gestation. For it 
Rdll happen occasionally that a child is born after the death of its 
'ather. The children born to fathers aged x should in fact be credited 
)o males aged three-quarters of a year younger. Such corrections are 



FUNDAMENTAL THEOREM OF NATURAL SELECTION 25 

not a necessity to an exact mathematical representation of the facts, 
but are a manifest convenience in simplifying the form of expression ; 
thus with mankind we naturally think of the stage in the life-history 
as measured in years from birth. With other organisms the variable 
x which with man represents this age, may in some cases be more 
conveniently used to indicate rather the stage' in the life history 
irrespective of chronological age, merely to give greater vividness to 
the meaning of the symbolism, but without altering the content of 
the symbolical statements. 

The Malthusian parameter of population increase 

If we combine the two tables giving the rates of death and repro- 
duction, we may, still speaking in terms of human populations, at 
once calculate the expectation of offspring of the newly-born child. 
For the expectation of offspring in each element of age dx is l x b x dx, 
and the sum of these elements over the whole of life will be the 
total expectation of offspring. In mathematical terms this is 

l x b x dx, 

where the integral is extended from zero, at birth, to infinity, to cover 
every possible age at which reproduction might conceivably take 
place. If at any age reproduction ceases absolutely, b x will thereafter 
be zero and so give automatically the effect of a terminating integral. 

The expectation of offspring determines whether in the population 
concerned the reproductive rates are more or less than sufficient to 
balance the existing death rates. If its value is less than unity the 
reproductive rates are insufficient to maintain a stationary popula- 
tion, in the sense that any population which constantly maintained 
the death and reproduction rates in question would, apart from 
temporary fluctuations, certainly ultimately decline in numbers at a 
calculable rate. Equally, if it is greater than unity, the population 
biologically speaking is more than holding its own, although the 
actual number of heads to be counted may be temporarily decreasing. 

This consequence will appear most clearly in its quantitative aspect 
if we note that corresponding to any system of rates of death and 
reproduction, there is only one possible constitution of the population 
in respect of age, which will remain unchanged under the action of 
this system. For if the age distribution remains unchanged the 

3653 



26 FUNDAMENTAL THEOREM OF NATURAL SELECTION 
relative rate of increase or decrease of numbers at all ages must be 
the same ; let us represent the relative rate of increase by w ; which 
will also represent a decrease if m is negative. Then, owing to the 
constant rates of reproduction, the rate at which births are occurring 
at any epoch will increase proportionately to e mt . At any particular 
epoch, for which we may take 2 = 0, the rate at which births were 
occurring x years ago will be proportional to eT mx , and this is the rate 
at which births were occurring at the time persons now of age x were 
being born. The number of persons in the infinitesimal age interval 
Ax will therefore be e~ 7nx l x dx, for of those born only the fraction l x 
survive to this age. The age distribution is therefore determinate if 
the number m is uniquely determined. But knowing the numbers 
living at each age, and the reproductive rates at each age, the rate at 
which births are now occurring can be calculated, and this can be 
equated to the known rate of births appropriate to 0. In fact, the 
contribution to the total rate, of persons in the age interval dx, must 
be e~ mx l x b x dx, and the aggregate for all ages must be 

CO 

I e~ mx l x b x dx, 
o 

which, when equated to unity, supplies an equation for w, of which 
one and only one real solution exists. Since e~ mx is less than unity for 
all values of x, if m is positive, and is greater than unity for all values 
of #, if m is negative, it is evident that the value of m, which reduces 
the integral above expressed to unity, must be positive if the expecta- 
tion of offspring exceeds unity, and must be negative if it falls short 
of unity. 

The number m which satisfies this equation is thus implicit in any 
given system of rates of death and reproduction, and measures the 
relative rate of increase or decrease of a population when in the steady 
state appropriate to any such system. In view of the emphasis laid 
by Malthus upon the 'law of geometric increase ' m may appropriately 
be termed the Malthusian parameter of population increase. It 
evidently supplies in its negative values an equally good measure of 
population decrease, and so covers cases to which, in respect of man- 
kind, Malthus paid too little attention. 

In view of the close analogy between the growth of a population 
supposed to follow the law of geometric increase, and the growth of 
capital invested at compound interest, it is worth noting that if we 



FUNDAMENTAL THEOREM OF NATURAL SELECTION 27 

regard the birth of a child as the loaning to him of a life, and the birth 
of his offspring as a subsequent repayment of the debt, the method by 
which m is calculated shows that it is equivalent to answering the 
question At what rate of interest are the repayments the just 
equivalent of the loan ? For the unit investment has an expectation 
of a return l x bxdx in the time interval dx, and the present value of this 
repayment, if m is the rate of interest, is e~ m *l x b x dx \ consequently the 
Malthusian parameter of population increase is the rate of interest at 
which the present value of the births of offspring to be expected is 
equal to unity at the date of birth of their parent. The actual values 
of the parameter of population increase, even in sparsely populated 
dominions, do not, however, seem to approach in magnitude the rates 
of interest earned by money, and negative rates of interest are, I 
suppose, unknown to commerce. 

Reproductive value 

The analogy with money does, however, make clear the argument 
for another simple application of the combined death and reproduction 
rates. We may ask, not only about the newly born, but about persons 
of any chosen age, what is the present value of their future offspring ; 
and if present value is calculated at the rate determined as before, the 
question has the definite meaning To what extent will persons of 
this age, on the average, contribute to the ancestry of future genera- 
tions ? The question is one of some interest, since the direct action of 
Natural Selection must be proportional to this contribution. There 
will also, no doubt, be indirect effects in cases in which an animal 
favours or impedes the survival or reproduction of its relatives ; as a 
suckling mother assists the survival of her child, as in mankind a 
mother past bearing may greatly promote the reproduction of her 
children, as a foetus and in less measure a sucking child inhibits 
conception, and most strikingly of all as in the services of neuter 
insects to their queen. Nevertheless such indirect effects will in very 
many cases be unimportant compared to the effects of personal repro- 
duction, and by the analogy of compound interest the present value 
of the future offspring of persons aged x is easily seen to be 



v x = ~j I e~ mt l t b t dt. 

X 

Each age group may in this way be assigned its appropriate 



28 FUNDAMENTAL THEOREM OF NATURAL SELECTION 
reproductive value. Fig. 2 shows the reproductive value of women 
according to age as calculated from the rates of death and reproduc- 
tion current in the Commonwealth of Australia about 1911. The 
Malthusian parameter was at that time positive, and as judged from 




20 30 

AGE IN YEARS 

FIG. 2. Reproductive value of Australian women. 

The reproductive value for female persons calculated from the birth- and death- 
rates current in the Commonwealth of Australia about 1911. The Malthusian 
parameter is -f- 0-01231 per annum. 

female rates was nearly equivalent to 1| per cent, compound interest ; 
the rate would be lower for the men, and for both sexes taken together, 
owing to the excess of men in immigration. The reproductive value, 
which of course is not to be confused with the reproductive rate, 
reaches its maximum at about 18f, in spite of the delay in repro- 
duction caused by civilized marriage customs ; indeed it would have 
been as early as 16, were it not that a positive rate of interest gives 
higher value to the immediate prospect of progeny of an older woman, 
compared to the more remote children of a young girl. If this is the 



FUNDAMENTAL THEOREM OF NATURAL SELECTION 29 

case among a people by no means precocious in reproduction, it would 
be surprising if, in a state of society entailing marriage at or soon after 
puberty, the age of maximum reproductive value should fall at any 
later age than twelve. In the Australian data, the value at birth is 
lower, partly by reason of the effect of an increasing population in 
setting a lower value upon remote children and partly because of the 
risk of death before the reproductive age is reached. The value shown 
is probably correct, apart from changes in the rate since 1911, for 
such a purpose as assessing how far it is worth while to give assistance 
to immigrants in respect of infants (though of course, it takes no 
account of the factor of eugenic quality), for such infants will usually 
emigrate with their parents ; but it is overvalued from the point of 
view of Natural Selection to a considerable extent, owing to the capa- 
city of the parents to replace a baby lost during lactation. The 
reproductive value of an older woman on the contrary is undervalued 
in so far as her relations profit by her earnings or domestic assistance, 
and this to a greater extent from the point of view of the Common- 
wealth, than from that of Natural Selection. It is probably not without 
significance in this connexion that the death rate in Man takes a 
course generally inverse to the curve of reproductive value. The 
minimum of the death rate curve is at twelve, certainly not far from 
the primitive maximum of the reproductive value; it rises more 
steeply for infants, and less steeply for the elderly than the curve of 
reproductive value falls, points which qualitatively we should antici- 
pate, if the incidence of natural death had been to a large extent 
moulded by the effects of differential survival. 

A property that well illustrates the significance of the method of 
valuation, by which, instead of counting all individuals as of equal 
value in respect of future population, persons of each age are assigned 
an appropriate value v x , is that, whatever may be the age constitution 
of a population, its total reproductive value will increase or decrease 
according to the correct Malthusian rate m, whereas counting all 
heads as equal this is only true in the theoretical case in which the 
population is in its steady state. For suppose the number of persons 
in the age interval dx is n x dx ; the value of each element of the popula- 
tion will be n x v x dx ; in respect of each such group there will be a gain 
in value by reproduction at the rate of n x b x v dx, a loss by death of 
n x p, x v x dx, and a loss by depreciation of -nxdv x , or in all 



30 FUNDAMENTAL THEOREM OF NATURAL SELECTION 

but by differentiating the equation by which v x is defined, it appears 
that 

Idv I dl x -l x b x e~ mx _ Mo 

7 ' 7 7 I*" 

V x dx l x dx *,,_. v * 

v a l * e 
or that 

dv x - n x v x dx -f b x v dx mv x dx. 

Consequently the rate of increase in the total value of the population 
is m times its actual total value, irrespective of its constitution in 
respect of age. A comparison of the total values of the population at 
two census epochs thus shows, after allowance for migration, the 
genuine biological increase or decrease of the population, which may 
be entirely obscured or reversed by the crude comparison of the 
number of heads. The population of Great Britain, for example, must 
have commenced to decrease biologically at some date obscured by 
the war, between 1911 and 1921, but the census of 1921 showed a 
nominal increase of some millions, and that of 1931 will, doubtless in 
less degree, certainly indicate a further spurious period of increase, 
due to the accumulation of persons at ages at which their reproduc- 
tive value is negligible. 

The genetic element in variance 

Let us now consider the manner in which any quantitative individual 
measurement, such as human stature, may depend upon the indi- 
vidual genetic constitution. We may imagine, in respect of any pair 
of alternative genes, the population divided into two portions, each 
comprising one homozygous type together with half of the hetero- 
zygotes, which must be divided equally between the two portions . The 
difference in average stature between these two groups may then be 
termed the average excess (in stature) associated with the gene sub- 
stitution in question. This difference need not be wholly due to the 
single gene, by which the groups are distinguished, but possibly also 
to other genes statistically associated with it, and having similar 
or opposite effects. This definition will appear the more appropriate 
if, as is necessary for precision, the population used to determine its 
value comprises, not merely the whole of a species in any one genera- 
tion attaining maturity, but is conceived to contain all the genetic 
combinations possible, with frequencies appropriate to their actual 



FUNDAMENTAL THEOREM OF NATURAL SELECTION 31 

probabilities of occurrence and survival, whatever these may be, and 
if the average is based upon the statures attained by all these geno- 
types in all possible environmental circumstances, with frequencies 
appropriate to the actual probabilities of encountering these circum- 
stances. The statistical concept of the excess in stature of a given 
gene substitution will then be an exact one, not dependent upon 
chance as must be any practical estimate of it, but only upon the 
genetic nature and environmental circumstances of the species. The 
excess in a factor will usually be influenced by the actual frequency 
ratio p : q of the alternative genes, and may also be influenced, by 
way of departures from random mating, by the varying reactions of 
the factor in question with other factors ; it is for this reason that its 
value for the purpose of our argument is defined in the precise 
statistical manner chosen, rather than in terms of the average sizes 
of pure genotypes, as would be appropriate in specifying such a value 
in an experimental population, in which mating is under control, and 
in which the numbers of the different genotypes examined is at the 
choice of the experimenter. 

For the same reasons it is also necessary to give a statistical 
definition of a second quantity, which may be easily confused with 
that just defined, and may often have a nearly equal value, yet which 
must be distinguished from it in an accurate argument ; namely the 
average effect produced in the population as genetically constituted. 
by the substitution of the one type of gene for the other. By what- 
ever rules mating, and consequently the frequency of different gene 
combinations, may be governed, the substitution of a small propor- 
tion of the genes of one kind by the genes of another will produce a 
definite proportional effect upon the average stature. The amount oi 
the difference produced, on the average, in the total stature of the popu- 
lation, for each such gene substitution, may be termed the average 
effect jof such substitution, in contra-distinction to the average excess 
as defined above. In human stature, for example, the correlation 
found between married persons is sufficient to ensure that each gene 
tending to increase the stature must bo associated with other genes 
having a like effect, to an extent sufficient to make the average 
excess associated with each gene substitution exceed its average 
effect by about a quarter. 

If a is the magnitude of the average excess of any factor, and a the 
magnitude of the average effect on the chosen measurement, we shall 



32 FUNDAMENTAL THEOREM OF NATURAL SELECTION 
now show that the contribution of that factor to the genetic variance 
is represented by the expression pqaa. 

The variable measurement will be represented byre, and the relation 
of the quantities a to it may be made more clear by supposing that 
for any specific gene constitution we build up an * expected' value, X, 
by adding together appropriate increments, positive or negative, 
according to the natures of the genes present. This expected value 
will not necessarily represent the real stature, though it may be a 
good approximation to it, but its statistical properties will be more 
intimately involved in the inheritance of real stature than the 
properties of that variate itself. Since we are only concerned with 
variation we may take as a primary ingredient of the value of X, the 
mean value of x in the population, and adjust our positive and nega- 
tive increments for each factor so that these balance each other when 
the whole population is considered. Since the increment for any one 
gene will appear p times to that for its alternative gene q times in the 
whole population, the two increments must be of opposite sign and in 
the ratio q : ( #). Moreover, since their difference must be a, the 
actual values cannot but be qa and (pa) respectively. 

The value of the average excess a of any gene substitution was 
obtained by comparing the average values of the measurement x in 
two moieties into which the population can be divided. It is evident 
that the values of a will only be properly determined if the same 
average difference is maintained in these moieties between the values 
of X, or in other words if in each such moiety the sum of the devia- 
tions, x-X, is zero. This supplies a criterion mathematically 
sufficient to determine the values of a, which represent in the popula- 
tion concerned the average effects of the gene substitutions. It 
follows that the sum for the whole population of the product X (x - X) 
derived from each individual must be zero, for each entry qa or ( - pa) 
in the first term will in the total be multiplied by a zero, and this will 
be true of the items contributed by every factor severally. It follows 
from this that if X and x are now each measured from the mean of 
the population, the variance of X, which is the mean value of X 2 , is 
equal to the mean value of Xx. Now the mean value of Xx will 
involve a for each Mendelian factor ; for X will contain the item qa 
in the p individuals of one moiety and ( -pa) in the q individuals of 
the other, and since the average values of x in these two moieties 
differ by a, the mean value of Xx must be the sum for all factors of the 



FUNDAMENTAL THEOREM OF NATURAL SELECTION 33 
quantities pqaa. Thus the variance of X is shown to be W=(pqaa) 
the summation being taken over all factors, and this quantity we may 
distinguish as the genetic variance in the chosen measurement x. 
That it is essentially positive, unless the effect of every gene severally 
is zero, is shown by its equality with the variance of X. An extension 
of this analysis, involving no difference of principle, leads to a 
similar expression for cases in which one or more factors have more 
than two different genes or allelomorphs present. 

The appropriateness of the term genetic variance lies in the fact 
that the quantity X is determined solely by the genes present in the 
individual, and is built up of the average effects of these genes. It 
therefore represents the genetic potentiality of the individual con- 
cerned, in the aggregate of the mating possibilities actually open to 
him, in the sense that the progeny averages (of x, as well as of X) of 
two males mated with an identical series of representative females 
will differ by exactly half as much as the genetic potentialities of 
their sires differ. Relative genetic values may therefore be determined 
experimentally by the diallel method, in which each animal tested is 
mated to the same series of animals of the opposite sex, provided 
that a large number of offspring can be obtained from each such 
mating. Without obtaining individual values, the genetic variance 
of the population may be derived from the correlations between 
relatives, provided these correlations are accurately obtained. For 
this purpose the square of the parental correlation divided by the 
grandparental correlation supplies a good estimate of the fraction, of 
the total observable variance of the measurement, which may be 
regarded as genetic variance. 

It is clear that the actual measurements, x, obtained in individuals 
may differ from their genetic expectations by reason of fluctuations 
due to purely environmental circumstances. It should be noted that 
this is not the only cause of difference, for even if environmental 
fluctuations were entirely absent, and the actual measurements 
therefore determined exactly by the genetic composition, these 
measurements, which may be distinguished as genotypic, might still 
differ from the genetic values, X. A good example of this is afforded 
by dominance, for if dominance is complete the genotypic value of 
the heterozygote will be exactly the same as that of the correspond- 
ing dominant homozygote, and yet these genotypes differ by a gene 
substitution which may materially affect the genetic potentiality 



34 FUNDAMENTAL THEOREM OF NATURAL SELECTION 
represented by X, and be reflected in the average measurement of 
the offspring. A similar cause of discrepancy occurs when gene 
substitutions in different factors are not exactly additive in their 
average effects. The genetic variance as here defined is only a portion 
of the variance determined genotypically, and this will differ from, 
and usually be somewhat less than, the total variance to be observed. 
It is consequently not a superfluous refinement to define the purely 
genetic element in the variance as it exists objectively, as a statistical 
character of the population, different from the variance derived from 
the direct measurement of individuals. 

Natural Selection 

The definitions given above may be applied to any characteristic 
whatever; it is of special interest to apply them to the special 
characteristic m which measures the relative rate of increase or 
decrease. The two groups of individuals bearing alternative genes, 
and consequently the genes themselves, will necessarily either have 
equal or unequal rates of increase, and the difference between the 
appropriate values of m will be represented by a, similarly the 
average effect upon m of the gene substitution will be represented 
by a. Since m measures fitness to survive by the objective fact of 
representation in future generations, the quantity pqaa will represent 
the contribution of each factor to the genetic variance in fitness; 
the total genetic variance in fitness being the sum of these contribu- 
tions, which is necessarily positive, or, in the limiting case, zero. 
Moreover, any increase dp in the proportion of one type of gene at the 
expense of the other will be accompanied by an increase adp in the 
average fitness of the species, where a may of course be negative; 
but the definition of a requires that the ratio p : q must be increasing 
in geometrical progression at a rate measured by a, or in mathe- 
matical notation that 



which may be written 

/I IV 

{ + ]dp a at, 

\P