Wright Selected Blue Chip Equities Fund (WSBEX)

12.99
Net Asset Value
-1.07%
1 Day
+1.96%
Year-to-Date
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
1.51%
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+0.61% 3 years+21.90%
3 months+2.55% 5 years+17.51%
1 year+16.63% Since inception+10.10%
Data through --

Peer Comparisonvs. Mid-cap blend

 WSBEXCategory
Performance 5-yr return+17.51%+13.75%
Expense ratio1.51%1.19%
Risk 5 year sharpe ratio0.940.87
Net assets$38.4M$1.7B
Average market cap$6.1B$7.5B
Average P/E20.219.1
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--

Holdings

U.S. stock98.86%
Cash1.14%
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
SWKS Skyworks Solutions Inc3.78%
HBI HanesBrands Inc3.72%
CNC Centene Corp2.96%
EAT Brinker International Inc2.96%
FL Foot Locker Inc2.85%
OHI Omega Healthcare Investors Inc2.61%
DLX Deluxe Corp2.43%
UGI UGI Corp2.37%
CSL Carlisle Companies Inc2.32%
PKG Packaging Corp of America2.27%

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