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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
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-2.10% 3 years+5.17%
3 months-4.44% 5 years+12.45%
1 year-1.27% Since inception+9.62%
Data through --

Peer Comparisonvs. Mid-cap blend

Performance 5-yr return+12.45%+14.34%
Expense ratio1.44%1.15%
Risk 5 year sharpe ratio1.131.11
Net assets$38.2M$1.7B
Average market cap$5.5B$6.7B
Average P/E19.818.4
Portfolio turnover55%55%

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Fund Management and Purchase Info

Fund familyWright
Fund manager & tenureAmit Khandwala / 8 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock99.97%
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
CNC Centene Corp4.71%
UGI UGI Corp3.81%
CDNS Cadence Design Systems Inc3.29%
CXW Corrections Corp of America3.25%
RRD RR Donnelley & Sons Co2.88%
HII Huntington Ingalls Industries Inc2.87%
INGR Ingredion Inc2.81%
PKG Packaging Corp of America2.74%
DLX Deluxe Corp2.67%
EAT Brinker International Inc2.34%