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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

13.07 USD 0.05 0.38%

As of 09:29:30 ET on 03/31/2015.

Snapshot for Wright Selected Blue Chip Equities Fund (WSBEX)

Year To Date: +7.37% 3-Month: +7.37% 3-Year: +18.23% 52-Week Range: 10.71 - 13.23
1-Month: +2.31% 1-Year: +13.79% 5-Year: +16.06% Beta vs MID: 0.99

Mutual Fund Chart for WSBEX

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  • WSBEX:US 13.07
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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 2015-03-31) 13.07
Assets (M) (on 2015-03-31) 39.80
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) 17.07

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: 12/31/2014
Name Position Value % of Total
Hanesbrands Inc 45,460 1,268,561 3.375%
Skyworks Solutions Inc 16,630 1,209,167 3.217%
UGI Corp 29,857 1,133,969 3.017%
Foot Locker Inc 18,490 1,038,768 2.764%
Brinker International Inc 17,595 1,032,651 2.748%
Omega Healthcare Investors Inc 26,260 1,025,978 2.730%
Packaging Corp of America 11,945 932,307 2.481%
Carlisle Cos Inc 10,210 921,350 2.452%
Deluxe Corp 14,320 891,420 2.372%
Centene Corp 17,080 886,879 2.360%

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

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