Wright Selected Blue Chip Equities Fund (WSBEX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
Expense Ratio
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.


1 month-0.53% 3 years+19.17%
3 months+5.88% 5 years+14.59%
1 year+16.27% Since inception+10.25%
Data through --

Peer Comparisonvs. Mid-cap blend

Performance 5-yr return+14.59%+13.75%
Expense ratio1.43%1.22%
Risk 5 year sharpe ratio1.020.92
Net assets$39.8M$1.8B
Average market cap$5.4B$7.6B
Average P/E18.220.6
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


U.S. stock99.68%
International stock0.00%
Fixed income0.00%
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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