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Wright International Blue Chip Equities Fund (WIBCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Foreign large blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks total return consisting of price appreciation plus income. The fund invests at least 80% of its net assets plus borrowings for investment purposes in a diversified portfolio of common stock- preferred stock- American Depository Receipts ("ADRs") and securities convertible into common and preferred stock issued by well-established non-U.S. companies of any size located worldwide.


1 month+4.48% 3 years+7.24%
3 months+5.57% 5 years+5.62%
1 year+21.09% Since inception+4.56%
Data through --

Peer Comparisonvs. Foreign large blend

Performance 5-yr return+5.62%+7.27%
Expense ratio1.98%1.07%
Risk 5 year sharpe ratio0.480.67
Net assets$10.9M$4.2B
Average market cap$39.3B$41.7B
Average P/E15.717.5
Portfolio turnover49%49%

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Fund Management and Purchase Info

Fund familyWright
Fund manager & tenureAmit Khandwala / 21 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


International stock98.60%
U.S. stock1.02%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 25.26%
Financial service 23.80%
Energy 11.03%
Consumer goods 10.66%
Telecommunication 7.57%
Top 10 Holdings
Portfolio weighting
-- 4.68%
-- 3.41%
-- 2.68%
-- 2.37%
-- 2.36%
-- 2.36%
-- 2.29%
-- 2.00%
-- 1.90%
-- 1.88%