Wright Selected Blue Chip Equities Fund (WSBEX)

13.37
Net Asset Value
-0.59%
1 Day
+4.95%
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+3.22% 3 years+17.97%
3 months+6.02% 5 years+17.33%
1 year+13.69% Since inception+10.04%
Data through --

Peer Comparisonvs. Mid-cap blend

 WSBEXCategory
Performance 5-yr return+17.33%+14.77%
Expense ratio1.43%1.23%
Risk 5 year sharpe ratio1.080.97
Net assets$37.2M$1.6B
Average market cap$5.0B$7.0B
Average P/E17.219.5
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. 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 Inc3.18%
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 AECOM2.25%

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