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Wright International Blue Chip Equities Fund (WIBCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Foreign large value
Style or Category
No Load
Sales Expenses
Expense Ratio
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+1.52% 3 years-1.05%
3 months+4.79% 5 years+3.20%
1 year+9.18% Since inception+4.12%
Data through --

Peer Comparisonvs. Foreign large value

Performance 5-yr return+3.20%+5.37%
Expense ratio2.04%1.22%
Risk 5 year sharpe ratio0.260.36
Net assets$16.8M$1.5B
Average market cap$34.9B$32.4B
Average P/E15.616.4
Portfolio turnover49%49%

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Fund Management and Purchase Info

Fund familyWright
Fund manager & tenureAmit Khandwala / 20 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


International stock97.18%
U.S. stock1.28%
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
-- 5.10%
-- 3.79%
-- 2.27%
-- 2.23%
-- 2.16%
-- 2.14%
-- 2.05%
-- 2.03%
-- 1.98%
-- 1.90%