Wright Selected Blue Chip Equities Fund (WSBEX)

12.93
Net Asset Value
+0.86%
1 Day
+1.49%
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+1.21% 3 years+17.41%
3 months+5.15% 5 years+15.99%
1 year+14.94% Since inception+10.20%
Data through --

Peer Comparisonvs. Mid-cap blend

 WSBEXCategory
Performance 5-yr return+15.99%+14.77%
Expense ratio1.43%1.22%
Risk 5 year sharpe ratio1.070.98
Net assets$39.1M$1.7B
Average market cap$5.4B$8.2B
Average P/E18.220.0
Portfolio turnover66%66%

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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. stock99.68%
Cash0.32%
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 Inc3.38%
SWKS Skyworks Solutions Inc3.22%
UGI UGI Corp3.02%
FL Foot Locker Inc2.76%
EAT Brinker International Inc2.75%
OHI Omega Healthcare Investors Inc2.73%
PKG Packaging Corp of America2.48%
CSL Carlisle Companies Inc2.45%
DLX Deluxe Corp2.37%
CNC Centene Corp2.36%

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