• 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

13.62 USD 0.07 0.51%

As of 09:29:30 ET on 07/25/2014.

Snapshot for Wright Selected Blue Chip Equities Fund (WSBEX)

Year To Date: +2.35% 3-Month: +3.57% 3-Year: +14.62% 52-Week Range: 11.35 - 13.96
1-Month: -0.95% 1-Year: +16.23% 5-Year: +19.11% Beta vs MID: 0.98

Mutual Fund Chart for WSBEX

No chart data available.
  • WSBEX:US 13.62
  • 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 2014-07-25) 13.62
Assets (M) (on 2014-07-25) 40.51
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) 14.78

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: 03/31/2014
Name Position Value % of Total
B/E Aerospace Inc 16,050 1,392,980 3.408%
Waddell & Reed Financial Inc 17,685 1,301,970 3.185%
Hanesbrands Inc 16,130 1,233,622 3.018%
Brinker International Inc 22,045 1,156,260 2.829%
Alaska Air Group Inc 22,420 1,046,005 2.559%
Universal Health Services Inc 12,390 1,016,847 2.488%
Foot Locker Inc 21,580 1,013,828 2.480%
Alliance Data Systems Corp 3,605 982,182 2.403%
Packaging Corp of America 13,900 978,143 2.393%
Carlisle Cos Inc 11,930 946,526 2.316%

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