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
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-2.72% 3 years+2.16%
3 months-1.89% 5 years+4.31%
1 year+11.23% Since inception+4.53%
Data through --

Peer Comparisonvs. Foreign large blend

Performance 5-yr return+4.31%+7.27%
Expense ratio1.98%1.07%
Risk 5 year sharpe ratio0.460.59
Net assets$10.7M$4.3B
Average market cap$40.3B$43.0B
Average P/E15.516.9
Portfolio turnover19%19%

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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 stock94.27%
U.S. stock1.64%
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
-- 3.40%
-- 2.69%
-- 2.62%
-- 2.56%
-- 2.42%
-- 2.26%
-- 2.04%
-- 1.89%
-- 1.83%
-- 1.74%