Wright Selected Blue Chip Equities Fund (WSBEX)

14.32
Net Asset Value
+1.78%
1 Day
+1.13%
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+1.42% 3 years+21.89%
3 months+3.02% 5 years+16.84%
1 year+10.10% Since inception+10.09%
Data through --

Peer Comparisonvs. Mid-cap blend

 WSBEXCategory
Performance 5-yr return+16.84%+14.91%
Expense ratio1.43%1.23%
Risk 5 year sharpe ratio1.081.02
Net assets$38.9M$1.7B
Average market cap$5.0B$7.2B
Average P/E17.219.2
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. stock99.46%
International stock0.27%
Cash0.27%
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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