- Fund Type: Open-End Fund
- Objective: Blend - Mid Cap
- Asset Class: Equity
- Geographic Focus: U.S.
Wright Selected Blue Chip Equities Fund
+ Add to WatchlistWSBEX:US
12.98 USD 0.20 1.52%As of 09:29:30 ET on 05/22/2013.
Snapshot for Wright Selected Blue Chip Equities Fund (WSBEX)
| Year To Date: | +18.21% | 3-Month: | +7.06% | 3-Year: | +17.56% | 52-Week Range: | 9.53 - 13.22 |
|---|---|---|---|---|---|---|---|
| 1-Month: | +4.68% | 1-Year: | +31.47% | 5-Year: | +7.47% | Beta vs MID: | 0.97 |
Fund Profile & Information for WSBEX
Wright Selected Blue Chip Equities Fund is an open-end fund incorporated in the USA. Its objective is long-term total return consisting of price appreciation and current income. It invests at least 80% of its net assets in the equity securities of well-established quality companies. Its portfolio is characterized as a blend of growth and value stocks with market cap between $1-$10 billion.
| Inception Date: | 01-04-1983 | Telephone: | 1-800-888-9471 |
|---|---|---|---|
| Managers: | AMIT S KHANDWALA | ||
| Web Site: | www.wrightinvestors.com | ||
Fundamentals for WSBEX
| NAV | (on 2013-05-22) 12.98 |
|---|---|
| Assets (M) | (on 2013-05-22) 37.59 |
| Fund Leveraged | N |
| Minimum Investment | 1,000.00 |
| Minimum Subsequent Investment | 0.00 |
Dividends for WSBEX
| Dividend Type | Income |
|---|---|
| Dividend Frequency | Annual |
| Last Dividend Net | (on 2013-03-27) 0.00 |
| Dividend Yield (ttm) | 4.87 |
Fees & Expenses for WSBEX
| Front Load | 0.00 |
|---|---|
| Back Load | 0.00 |
| Current Mgmt Fee | 0.60 |
| Redemption Fee | 0.00 |
| 12b1 Fee | 0.25 |
| Expense Ratio | 1.40 |
Top Fund Holdings for WSBEX
Filing Date: 03/31/2013| Name | Position | Value | % of Total |
|---|---|---|---|
| Universal Health Services Inc | 19,375 | 1,237,481 | 3.512% |
| ValueClick Inc | 40,135 | 1,185,989 | 3.365% |
| Alliance Data Systems Corp | 6,565 | 1,062,808 | 3.016% |
| HollyFrontier Corp | 19,909 | 1,024,318 | 2.907% |
| B/E Aerospace Inc | 16,700 | 1,006,843 | 2.857% |
| Advance Auto Parts Inc | 12,010 | 992,627 | 2.817% |
| AGCO Corp | 18,980 | 989,238 | 2.807% |
| Waddell & Reed Financial Inc | 22,310 | 976,732 | 2.772% |
| Fulton Financial Corp | 77,575 | 907,628 | 2.576% |
| Rock Tenn Co | 9,730 | 902,847 | 2.562% |
Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.
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