Wright International Blue Chip Equities Fund (WIBCX)

16.27
Net Asset Value
+0.43%
1 Day
+9.19%
Year-to-Date
Overall Morningstar Rating
Foreign large value
Style or Category
No Load
Sales Expenses
2.01%
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.

Performance

1 month+2.20% 3 years+13.18%
3 months+4.14% 5 years+8.32%
1 year+0.94% Since inception+4.72%
Data through --

Peer Comparisonvs. Foreign large value

 WIBCXCategory
Performance 5-yr return+8.32%+4.96%
Expense ratio2.01%1.29%
Risk 5 year sharpe ratio0.360.44
Net assets$29.9M$1.5B
Average market cap$37.8B$35.2B
Average P/E14.416.4
Portfolio turnover57%57%

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Fund Management and Purchase Info

Fund familyWright
Fund manager & tenureAmit Khandwala / 18 Years
Minimal initial investment$1,000.00
Minimum IRA investment--

Holdings

International stock97.77%
Cash2.23%
U.S. stock0.00%
Fixed income0.00%
Other0.00%
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
-- 3.10%
-- 3.03%
-- 2.86%
-- 2.82%
-- 2.80%
-- 2.43%
-- 2.11%
-- 2.10%
-- 2.07%
-- 2.04%

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