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  • Fund Type: Open-End Fund
  • Objective: Blend Mid Cap
  • Asset Class: Equity
  • Geographic Focus: U.S.

Wright Selected Blue Chip Equities Fund

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WSBEX:US

13.12 USD 0.01 0.08%

As of 09:29:30 ET on 05/28/2015.

Snapshot for Wright Selected Blue Chip Equities Fund (WSBEX)

Year To Date: +7.78% 3-Month: +2.70% 3-Year: +21.42% 52-Week Range: 10.71 - 13.23
1-Month: +1.47% 1-Year: +15.67% 5-Year: +17.11% Beta vs MID: 1.00

Mutual Fund Chart for WSBEX

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  • WSBEX:US 13.12
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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 2015-05-28) 13.12
Assets (M) (on 2015-05-28) 39.97
Fund Leveraged N
Minimum Investment 1,000.00
Minimum Subsequent Investment 0.00

Dividends for WSBEX

Dividend Type Long Term Cap Gain
Dividend Frequency Annual
Last Dividend Net (on 2015-03-18) 0.61
Dividend Yield (ttm) 17.00

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 1.45

Top Fund Holdings for WSBEX

Filing Date: 03/31/2015
Name Position Value % of Total
Skyworks Solutions Inc 15,280 1,501,871 3.779%
Hanesbrands Inc 44,100 1,477,791 3.719%
Brinker International Inc 19,125 1,177,335 2.963%
Centene Corp 16,625 1,175,221 2.957%
Foot Locker Inc 18,000 1,134,000 2.853%
Omega Healthcare Investors Inc 25,565 1,037,172 2.610%
Deluxe Corp 13,940 965,763 2.430%
UGI Corp 28,947 943,383 2.374%
Carlisle Cos Inc 9,940 920,742 2.317%
Packaging Corp of America 11,530 901,531 2.269%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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