Wright International Blue Chip Equities Fund (WIBCX)

16.95
Net Asset Value
0.00%
1 Day
+4.12%
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-1.11% 3 years+5.27%
3 months+3.35% 5 years+8.26%
1 year+15.44% Since inception+5.09%
Data through --

Peer Comparisonvs. Foreign large value

 WIBCXCategory
Performance 5-yr return+8.26%+11.02%
Expense ratio2.01%1.35%
Risk 5 year sharpe ratio0.610.69
Net assets$33.6M$1.7B
Average market cap$38.1B$37.8B
Average P/E13.314.4
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

Holdings

International stock94.92%
Cash4.40%
U.S. stock0.67%
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
-- AstraZeneca PLC3.16%
-- Basf SE3.12%
-- Legal & General Group PLC3.12%
-- Nestle SA2.88%
-- Swiss Re AG2.71%
-- KDDI Corp2.46%
-- BNP Paribas2.11%
-- Total SA2.10%
-- Rolls-Royce Holdings PLC1.98%
-- Toronto-Dominion Bank1.98%

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