Wright Selected Blue Chip Equities Fund (WSBEX)

12.91
Net Asset Value
-0.39%
1 Day
+1.33%
Year-to-Date
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
1.43%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term total return consisting of price appreciation and current income. The fund invests at least 80% of its net assets plus borrowings for investment purposes in a diversified portfolio of common and preferred stock issued by well-established domestic companies, American Depository Receipts ("ADRs") and securities convertible into common and preferred stock issued by well-established domestic companies.

Performance

1 month+0.94% 3 years+18.56%
3 months+7.87% 5 years+17.12%
1 year+9.74% Since inception+10.09%
Data through --

Peer Comparisonvs. Mid-cap blend

 WSBEXCategory
Performance 5-yr return+17.12%+14.77%
Expense ratio1.43%1.23%
Risk 5 year sharpe ratio1.030.96
Net assets$37.6M$1.7B
Average market cap$5.0B$7.2B
Average P/E17.218.9
Portfolio turnover76%76%

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Fund Management and Purchase Info

Fund familyWright
Fund manager & tenureAmit Khandwala / 6 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock99.73%
Cash0.27%
International stock0.00%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 20.01%
Financial service 17.45%
Consumer service 15.80%
Healthcare 12.03%
Energy 9.15%
Top 10 Holdings
Portfolio weighting
HBI Hanesbrands Inc3.50%
UHS Universal Health Services Inc Class B3.18%
FL Foot Locker Inc2.95%
UGI UGI Corp2.93%
SWKS Skyworks Solutions Inc2.77%
DLX Deluxe Corp2.64%
OHI Omega Healthcare Investors Inc2.58%
CSL Carlisle Companies Inc2.35%
ENR Energizer Holdings Inc2.31%
ACM AECOM Technology Corp2.25%

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