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

Wright Selected Blue Chip Equities Fund

+ Add to Watchlist

WSBEX:US

13.30 USD 0.01 0.08%

As of 09:29:30 ET on 04/23/2014.

Snapshot for Wright Selected Blue Chip Equities Fund (WSBEX)

Year To Date: -0.05% 3-Month: +0.23% 3-Year: +13.03% 52-Week Range: 10.75 - 13.73
1-Month: -1.99% 1-Year: +22.27% 5-Year: +22.16% Beta vs MID: 0.99

Mutual Fund Chart for WSBEX

No chart data available.
  • WSBEX:US 13.30
  • 1M
  • 1Y
Interactive WSBEX Chart

Previous Close

No chart data available.
Interactive Chart
  • 1W
  • 1M
  • YTD
  • 1Y
  • 3Y
  • 5Y
Close:
Open:
High:
Low:
Volume:
Recently Viewed Symbols
Save as Watchlist
Saving as watchlist...

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 2014-04-23) 13.30
Assets (M) (on 2014-04-23) 39.69
Fund Leveraged N
Minimum Investment 1,000.00
Minimum Subsequent Investment 0.00

Dividends for WSBEX

Dividend Type Short Term Cap Gain
Dividend Frequency Annual
Last Dividend Net (on 2014-03-19) 0.26
Dividend Yield (ttm) 15.15

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: 12/31/2013
Name Position Value % of Total
Alliance Data Systems Corp 6,015 1,581,524 3.937%
B/E Aerospace Inc 15,300 1,331,559 3.314%
Waddell & Reed Financial Inc 16,860 1,097,923 2.733%
Hanesbrands Inc 15,375 1,080,401 2.689%
Brinker International Inc 21,020 974,067 2.425%
Universal Health Services Inc 11,810 959,681 2.389%
Advance Auto Parts Inc 8,495 940,227 2.340%
HollyFrontier Corp 18,244 906,544 2.256%
Foot Locker Inc 20,575 852,628 2.122%
BancorpSouth Inc 33,275 845,851 2.105%

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

Sponsored Link
Advertisement
Advertisement
Sponsored Links
Advertisements
sec ||= nil