Wright International Blue Chip Equities Fund (WIBCX)

14.81
Net Asset Value
-0.60%
1 Day
-0.60%
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. It is then diversified across industries and sectors.

Performance

1 month-1.33% 3 years+6.21%
3 months+0.38% 5 years+3.42%
1 year-7.02% Since inception+4.50%
Data through --

Peer Comparisonvs. Foreign large value

 WIBCXCategory
Performance 5-yr return+3.42%+4.27%
Expense ratio2.01%1.33%
Risk 5 year sharpe ratio0.260.33
Net assets$28.0M$1.4B
Average market cap$36.8B$33.5B
Average P/E12.814.4
Portfolio turnover45%45%

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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$1,000.00

Holdings

International stock99.68%
U.S. stock0.44%
Fixed income0.00%
Cash0.00%
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
-- Nestle SA3.09%
-- KDDI Corp2.77%
-- Basf SE2.65%
-- Legal & General Group PLC2.63%
-- Swiss Re AG2.56%
-- Total SA2.29%
-- BNP Paribas2.19%
-- Statoil ASA2.07%
-- GlaxoSmithKline PLC2.00%
-- Alimentation Couche-Tard Inc2.00%

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