• 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

12.87 USD 0.04 0.31%

As of 09:29:30 ET on 12/26/2014.

Snapshot for Wright Selected Blue Chip Equities Fund (WSBEX)

Year To Date: +9.09% 3-Month: +7.53% 3-Year: +20.64% 52-Week Range: 10.97 - 12.87
1-Month: +1.45% 1-Year: +9.79% 5-Year: +16.30% Beta vs MID: 0.98

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  • WSBEX:US 12.87
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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 2014-12-26) 12.87
Assets (M) (on 2014-12-26) 38.00
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 2014-12-19) 0.04
Dividend Yield (ttm) 19.35

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: 09/30/2014
Name Position Value % of Total
Hanesbrands Inc 11,920 1,280,685 3.502%
Universal Health Services Inc 11,115 1,161,518 3.176%
Foot Locker Inc 19,400 1,079,610 2.952%
UGI Corp 31,477 1,073,051 2.934%
Skyworks Solutions Inc 17,445 1,012,682 2.769%
Deluxe Corp 17,510 965,852 2.641%
Omega Healthcare Investors Inc 27,550 941,935 2.576%
Carlisle Cos Inc 10,710 860,870 2.354%
Energizer Holdings Inc 6,870 846,453 2.315%
AECOM Technology Corp 24,340 821,475 2.246%

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

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