Wright Selected Blue Chip Equities Fund (WSBEX)

13.13
Net Asset Value
-1.50%
1 Day
-7.27%
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-4.65% 3 years+22.58%
3 months-3.55% 5 years+16.06%
1 year+12.84% Since inception+10.10%
Data through --

Peer Comparisonvs. Mid-cap blend

 WSBEXCategory
Performance 5-yr return+16.06%+19.76%
Expense ratio1.43%1.24%
Risk 5 year sharpe ratio1.131.08
Net assets$38.5M$1.8B
Average market cap$5.2B$8.3B
Average P/E18.419.5
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. stock98.82%
Fixed income0.97%
Cash0.21%
International stock0.00%
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
BEAV B/E Aerospace Inc3.60%
HBI Hanesbrands Inc3.38%
UHS Universal Health Services Inc Class B2.88%
DLX Deluxe Corp2.74%
OHI Omega Healthcare Investors Inc2.69%
FL Foot Locker Inc2.65%
CSL Carlisle Companies Inc2.51%
UGI UGI Corp2.44%
PKG Packaging Corp of America2.41%
ENR Energizer Holdings Inc2.26%

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