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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
Above 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.


1 month-0.49% 3 years+15.68%
3 months-7.04% 5 years+14.36%
1 year+8.91% Since inception+9.92%
Data through --

Peer Comparisonvs. Mid-cap blend

Performance 5-yr return+14.36%+15.90%
Expense ratio1.51%1.18%
Risk 5 year sharpe ratio1.151.01
Net assets$37.7M$1.6B
Average market cap$6.1B$6.7B
Average P/E19.517.4
Portfolio turnover66%66%

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Fund Management and Purchase Info

Fund familyWright
Fund manager & tenureAmit Khandwala / 7 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock99.15%
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 Inc3.72%
SWKS Skyworks Solutions Inc3.52%
CNC Centene Corp3.38%
JLL Jones Lang LaSalle Inc3.13%
FL Foot Locker Inc3.05%
HCC HCC Insurance Holdings Inc3.05%
EAT Brinker International Inc2.79%
UGI UGI Corp2.53%
CSL Carlisle Companies Inc2.52%
PKG Packaging Corp of America2.32%

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