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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.


1 month+0.20% 3 years+5.38%
3 months+1.29% 5 years+3.09%
1 year-4.20% Since inception+4.36%
Data through --

Peer Comparisonvs. Foreign large value

Performance 5-yr return+3.09%+2.88%
Expense ratio2.01%1.25%
Risk 5 year sharpe ratio0.240.29
Net assets$27.7M$1.3B
Average market cap$34.4B$30.7B
Average P/E13.614.6
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--


International stock96.19%
Fixed income1.05%
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
-- 3.82%
-- 3.47%
-- 3.45%
-- 3.01%
-- 2.86%
-- 2.58%
-- 2.46%
-- 2.34%
-- 2.19%
-- 1.95%