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
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. It is then diversified across industries and sectors.


1 month-4.16% 3 years+12.15%
3 months-7.13% 5 years+4.61%
1 year+4.64% Since inception+4.93%
Data through --

Peer Comparisonvs. Foreign large value

Performance 5-yr return+4.61%+11.02%
Expense ratio2.01%1.35%
Risk 5 year sharpe ratio0.430.52
Net assets$32.3M$1.7B
Average market cap$41.7B$39.2B
Average P/E13.414.3
Portfolio turnover45%45%

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Fund Management and Purchase Info

Fund familyWright
Fund manager & tenureAmit Khandwala / 17 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00


International stock97.81%
Fixed income1.75%
U.S. stock0.00%
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
-- Basf SE3.31%
-- Nestle SA3.00%
-- Swiss Re AG2.63%
-- KDDI Corp2.61%
-- Legal & General Group PLC2.52%
-- GlaxoSmithKline PLC2.38%
-- Statoil ASA2.35%
-- Total SA2.35%
-- Toronto-Dominion Bank2.21%
-- Rolls-Royce Holdings PLC2.05%

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