Wright International Blue Chip Equities Fund (WIBCX)

16.06
Net Asset Value
+0.50%
1 Day
+7.79%
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+1.01% 3 years+9.17%
3 months+8.55% 5 years+4.63%
1 year+0.06% Since inception+4.63%
Data through --

Peer Comparisonvs. Foreign large value

 WIBCXCategory
Performance 5-yr return+4.63%+4.96%
Expense ratio2.01%1.30%
Risk 5 year sharpe ratio0.300.37
Net assets$29.9M$1.5B
Average market cap$36.1B$32.9B
Average P/E13.715.7
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$1,000.00

Holdings

International stock98.58%
Cash0.93%
Fixed income0.50%
U.S. stock0.00%
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
-- 3.17%
-- 2.82%
-- 2.79%
-- 2.78%
-- 2.70%
-- 2.51%
-- 2.22%
-- 2.08%
-- 2.02%
-- 2.00%

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